Overview
Assets Under Management: $1.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 4
Average Client Assets: $19.5 million
Frequently Asked Questions
GODWIN CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316592), GODWIN CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
GODWIN CAPITAL GROUP, LLC is headquartered in ATLANTA, GA.
GODWIN CAPITAL GROUP, LLC serves 4 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, GODWIN CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
GODWIN CAPITAL GROUP, LLC manages $1.1 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, GODWIN CAPITAL GROUP, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.90%
Average Client Assets: $19.5 million
Total Client Accounts: 416
Discretionary Accounts: 72
Non-Discretionary Accounts: 344
Regulatory Filings
CRD Number: 316592
Filing ID: 2083466
Last Filing Date: 2026-03-31 11:33:29