The Goff Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $674M in regulatory assets under management, 4 employees, 4 offices, and 646 accounts.
Assets Under Management
$674M
Employees
4
Offices
4 offices
Total Clients
226
Primary office
HOUSTON, TX
11 GREENWAY PLAZA, SUITE 1425, HOUSTON, TX, 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 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.8% of total clients.
Top client categories% of clientsClients
1
HNWI
62.8%
142
2
Individuals
35.8%
81
3
Pension Plans
0.9%
2
4
DONOR ADVISED
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$674Mas of March 31, 2026
Discretionary99.3%
$669M
99% of total RAUM99.3%
Non-discretionary0.7%
$5M
1% of total RAUM0.7%
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$674M
Total Accounts646
10Y AUM Change+$447M (+197.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
10Y Employee Change+2 (+100.0%)
* 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.