Godshalk Welsh Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 26, 2026, reports $290M in regulatory assets under management, 2 employees, and 266 accounts.
Assets Under Management
$290M
Employees
2
Offices
--
Total Clients
110
Primary office
RADNOR, PA
170 N. RADNOR CHESTER RD, SUITE 100, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
72
2
Individuals
34.5%
38
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$290Mas of March 26, 2026
Discretionary100.0%
$290M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$290M
Total Accounts266
10Y AUM Change+$87M (+42.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee55:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.