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191 Godwin Associates, Inc. d/b/a Godwin Capital Management

Updated today

Client AUM

$105,044,679

Clients

278

Advisors

1

of 2 employees

About

191 Godwin Associates, Inc. provides discretionary portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and non‑profit organizations. The firm’s services include developing individualized Investment Policy Statements, asset allocation and security selection across equities, fixed income and ETFs, and it also sponsors a wrap‑fee program for clients who choose that option.

The firm describes an investment process that uses both fundamental and technical analysis and implements long‑ and short‑term trading within client‑specific IPSs, generally with discretionary trading authority. Clients receive monthly custodian statements and at least quarterly written reports, and the firm requires the use of a specified custodian for execution and reporting.

What distinguishes the firm from many peers is its affiliation with accounting and pension consulting activities—an accounting professional associated with the firm may offer related services—which the brochure discloses as a potential source of conflicts of interest. The firm’s scale per advisor is also atypical: it reports about $150 million in discretionary assets and roughly 278 clients while operating with a single listed advisor, and it acts as a wrap‑fee program sponsor, a combination that is uncommon among similar firms.

Client services

Portfolio management Pension consulting

Expertise

Wealth management Passive / index investing Active portfolio management

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Fee options

Fixed

Flat fees are reported by SEC Form ADV Part 1 but not detailed in the brochure

Percentage

$0 - $200,000: 1.00% $200,001 - $500,000: 0.75% $500,001 - $750,000: 0.70% $750,001+: 0.65%

Main office

191 Godwin Avenue

Wyckoff NJ 07481-2052

Advisors at this office

1

Most active in

New Jersey · New York

Also doing business as

191 Godwin Associates, Inc D/B/A Godwin Capital Management · 191 Godwin Associates, Inc. D/B/A Godwin Capital Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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