Goodwin Investment Advisory
Firm details
- Headquarters
- Woodstock, Georgia
- CRD number
- 131193
- Registered since
- January 16, 2020
- Website
- www.goodwininvestment.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.83%
- Individuals35.34%
- Pension & Profit Sharing Plans1.43%
- Charitable Organizations0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Goodwin Investment Advisory is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not identified as an active ESG investor and is not described as a multistate adviser. Goodwin also has sponsor/GP/manager roles in pooled investment vehicles, indicating it both allocates to external managers and can operate or co-sponsor private pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Christy Trego
Chief Operating OfficerCRD 8065377
Contacts
3 of 13
Joseph Beckford
Senior PartnerCRD 5899681
Justin Pitcock
Senior PartnerCRD 6991324
Sharon Brewer
Registered Financial AdvisorCRD 6256993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$91.2M in ETFs
66%
$60.6M
34%
$30.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $14.3M | 315,244 | 15.71% |
Location
Woodstock, GA
Cherokee
Location
Woodstock, GA
Headquartered in Woodstock, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cherokee
- Address
- 238 River Park North Dr
- Time zone
- ET (UTC-5)
- Office locations
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