Goodwin Investment Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodstock, GA. Its latest Form ADV filing, dated March 30, 2026, reports $397M in regulatory assets under management, 13 employees, and 403 accounts.
Assets Under Management
$397M
Employees
13
Offices
--
Total Clients
402
Primary office
WOODSTOCK, GA
238 RIVER PARK N DR., WOODSTOCK, GA, 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 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
279
2
HNWI
29.4%
118
3
Pension Plans
1.2%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 30, 2026
Discretionary98.6%
$391M
99% of total RAUM98.6%
Non-discretionary1.4%
$6M
1% of total RAUM1.4%
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$397M
Total Accounts403
10Y AUM Change+$297M (+297.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee31:1
10Y Employee Change+5 (+62.5%)
* 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.