Firm profile

Gross Domestic Product, Inc.

CRD 147588Latest ADV March 26, 2026

Gross Domestic Product, Inc is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 26, 2026, reports $139M in regulatory assets under management, 2 employees, and 233 accounts.

Assets Under Management
$139M
Employees
2
Offices
--
Total Clients
69
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSonia A. Goforth

Advisory services offered

3 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
39
2
Individuals
37.7%
26
3
Corporations
4.3%
3
4
Charitable
1.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139Mas of March 26, 2026
Discretionary100.0%
$139M
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.

Total AUM$139M
Total Accounts233
10Y AUM Change+$20M (+16.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee35:1
10Y Employee Change0 (0.0%)

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.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2025. Charts show the most recent available filing segment under this CRD.

* 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.