The Goff Financial Group
The Goff Financial Group is an SEC-registered wealth manager in Houston, TX with $674.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns The Goff Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114796, SEC 801-62129, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $674.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 226
- CRD
- 114796
- Ownership
- GOFF, MATTHEW, BESHARA
How much AUM does The Goff Financial Group have?
The Goff Financial Group reported $674.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns The Goff Financial Group?
Disclosed owners and executives of The Goff Financial Group include GOFF, MATTHEW, BESHARA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.