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Firm profile

Goodman Financial Corporation

HOUSTON, TXCRD 114637Latest ADV April 24, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJames R. Hadaway
CFOLisa A. Francia
CIORobin R. Kollannur

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.