Overview
Assets Under Management: $573 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 140
Average Client Assets: $4 million
Frequently Asked Questions
THE GOFF FINANCIAL GROUP 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 #114796), THE GOFF FINANCIAL GROUP is subject to fiduciary duty under federal law.
THE GOFF FINANCIAL GROUP is headquartered in HOUSTON, TX.
THE GOFF FINANCIAL GROUP serves 140 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, THE GOFF FINANCIAL GROUP offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
THE GOFF FINANCIAL GROUP manages $573 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, THE GOFF FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 639
Discretionary Accounts: 637
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 114796
Filing ID: 2042736
Last Filing Date: 2026-01-21 13:09:05