Firm profile

GOODWIN CAPITAL ADVISERS, INC.

HARTFORD, CTCRD 108290Latest ADV March 30, 2026

Goodwin Capital Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hartford, CT. Its latest Form ADV filing, dated March 30, 2026, reports $987M in regulatory assets under management, 9 employees, and 5 accounts.

Assets Under Management
$987M
Employees
9
Offices
--
Total Clients
<5
Primary office
HARTFORD, CT
ONE FINANCIAL PLAZA, 755 MAIN STREET, HARTFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(860) 299-2000
WebsiteNot reported
LinkedInNot reported

Leadership

4 roles identified
CEOMatthew K. Daly
CCORobert S. Pearce
CFOJung W. Lee

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$987Mas of March 30, 2026
Discretionary100.0%
$987M
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$987M
Total Accounts5
10Y AUM Change$-160M (-14.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee0:1
10Y Employee Change-1 (-10.0%)

* 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.