Goodman Financial Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 24, 2026, reports $916M in regulatory assets under management, 26 employees, and 913 accounts.
Assets Under Management
$916M
Employees
26
Offices
--
Total Clients
288
Primary office
HOUSTON, TX
5177 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, United States
Top client segmentHNWI represent 71.9% of total clients.
Top client categories% of clientsClients
1
HNWI
71.9%
207
2
Individuals
23.3%
67
3
Charitable
4.5%
13
4
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$916Mas of April 24, 2026
Discretionary99.6%
$913M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$916M
Total Accounts913
10Y AUM Change+$589M (+180.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee11:1
10Y Employee Change+15 (+136.4%)
* 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.