A complete list of active advisors currently associated with 191 Godwin Associates, Inc. d/b/a Godwin Capital Management

Warmer can help you find a great advisor at 191 Godwin Associates, Inc. d/b/a Godwin Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at 191 Godwin Associates, Inc. d/b/a Godwin Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.