Firm profile

GODWIN CAPITAL GROUP, LLC

ATLANTA, GACRD 316592Latest ADV March 31, 2026

Godwin Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 6 employees, and 416 accounts.

Assets Under Management
$1.1B
Employees
6
Offices
--
Total Clients
22
Primary office
ATLANTA, GA
3715 NORTHSIDE PARKWAY NW, BLDG 400, SUITE 205, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey M. Bicksler

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 59.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
59.1%
13
2
HNWI
18.2%
4
3
Corporations
18.2%
4
4
Charitable
4.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary28.1%
$318M
28% of total RAUM28.1%
Non-discretionary71.9%
$813M
72% of total RAUM71.9%
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$1.1B
Total Accounts416
10Y AUM Change+$1.1B

Employee Growth by Quarter

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

Total Employees6
Clients per Employee4:1
10Y Employee Change+5 (+500.0%)

* 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.