Googins Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Middleton, WI. Its latest Form ADV filing, dated February 2, 2026, reports $501M in regulatory assets under management, 8 employees, and 1,687 accounts.
Assets Under Management
$501M
Employees
8
Offices
--
Total Clients
778
Primary office
MIDDLETON, WI
6417 UNIVERSITY AVENUE, MIDDLETON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
539
2
HNWI
30.7%
239
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$501Mas of February 2, 2026
Discretionary100.0%
$501M
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$501M
Total Accounts1,687
10Y AUM Change+$342M (+215.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee97:1
10Y Employee Change+2 (+33.3%)
* 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.