Goodwin Investment Advisory
Goodwin Investment Advisory is an SEC-registered mass-market adviser in Woodstock, GA with $397.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Goodwin Investment Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131193, SEC 801-117942, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $397.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Woodstock, GA
- Employees
- 13
- Clients
- 402
- CRD
- 131193
- Ownership
- GOODWIN, TIMOTHY, JOHN; Goodwin, Maureen, Elizabeth; Pitcock, Justin; Brown, Raymond; HOWARD, JOANNA, LESLIE
How much AUM does Goodwin Investment Advisory have?
Goodwin Investment Advisory reported $397.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Goodwin Investment Advisory?
Disclosed owners and executives of Goodwin Investment Advisory include GOODWIN, TIMOTHY, JOHN, Goodwin, Maureen, Elizabeth, Pitcock, Justin, Brown, Raymond, HOWARD, JOANNA, LESLIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.