MATTHEW GOFF INVESTMENT ADVISOR, LLC
Legal name: THE GOFF FINANCIAL GROUP
CRD #114796 SEC #801-62129 HOUSTON, TX 713-850-8900
SEC Registered
Total AUM
$572.6M
Discretionary
$567.8M
Employees
6
Clients
25
Accounts
639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $572.6M | $567.8M | $4.8M | 6 | 0 |
| Mar 2025 | $572.6M | $567.8M | $4.8M | 6 | 0 |
| Mar 2024 | $500.9M | $497.2M | $3.7M | 6 | 0 |
| Mar 2024 | $500.9M | $497.2M | $3.7M | 6 | 0 |
| Mar 2023 | $420.3M | $417.4M | $2.9M | 5 | 0 |
| Mar 2022 | $457.6M | $457.6M | $0 | 3 | 0 |
| Jun 2021 | $382.2M | $367M | $15.2M | 4 | 0 |
| Mar 2021 | $382.2M | $367M | $15.2M | 4 | 0 |
| Aug 2020 | $353.8M | $339.9M | $13.9M | 4 | 0 |
| Jun 2020 | $353.8M | $339.9M | $13.9M | 4 | 0 |
| Mar 2020 | $353.8M | $339.9M | $13.9M | 4 | 0 |
| Mar 2019 | $292M | $279.4M | $12.6M | 3 | 0 |
| Sep 2018 | $285.1M | $271.6M | $13.5M | 3 | 0 |
| Sep 2018 | $285.1M | $271.6M | $13.5M | 3 | 0 |
| Mar 2018 | $285.1M | $271.6M | $13.5M | 3 | 0 |
| Feb 2017 | $226.9M | $213.9M | $13M | 2 | 200 |
| Mar 2016 | $196.2M | $183.3M | $12.9M | 3 | 100 |
| Mar 2015 | $187.5M | $175.4M | $12.1M | 2 | 100 |
| Mar 2014 | $162.9M | $149.3M | $13.7M | 2 | 100 |
| Sep 2013 | $158M | $136.4M | $21.6M | 1 | 100 |
| Sep 2013 | $158M | $136.4M | $21.6M | 1 | 100 |
| Jul 2013 | $128.1M | $115.2M | $13M | 1 | 100 |
| Jul 2013 | $128.1M | $115.2M | $13M | 1 | 100 |
| Mar 2013 | $128.1M | $115.2M | $13M | 1 | 100 |
| Mar 2012 | $104.2M | $93M | $11.2M | 1 | 26 |
| Mar 2011 | $85.4M | $80.1M | $5.2M | 5 | -- |
| Mar 2011 | $85.4M | $80.1M | $5.2M | 5 | -- |
| Mar 2011 | $85.4M | $80.1M | $5.2M | 5 | -- |
| Mar 2008 | $56.1M | $55.6M | $487.2K | 5 | -- |
| Mar 2007 | $45.8M | $45.8M | $0 | 5 | -- |
| Mar 2006 | $38.5M | $38M | $421.9K | 5 | -- |
| Jun 2004 | $30.4M | $30.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$572.6M
Discretionary$567.8M
Non-Disc.$4.8M
Employees6
Clients0
DateMar 2025
Total AUM$572.6M
Discretionary$567.8M
Non-Disc.$4.8M
Employees6
Clients0
DateMar 2024
Total AUM$500.9M
Discretionary$497.2M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2024
Total AUM$500.9M
Discretionary$497.2M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2023
Total AUM$420.3M
Discretionary$417.4M
Non-Disc.$2.9M
Employees5
Clients0
DateMar 2022
Total AUM$457.6M
Discretionary$457.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$382.2M
Discretionary$367M
Non-Disc.$15.2M
Employees4
Clients0
DateMar 2021
Total AUM$382.2M
Discretionary$367M
Non-Disc.$15.2M
Employees4
Clients0
DateAug 2020
Total AUM$353.8M
Discretionary$339.9M
Non-Disc.$13.9M
Employees4
Clients0
DateJun 2020
Total AUM$353.8M
Discretionary$339.9M
Non-Disc.$13.9M
Employees4
Clients0
DateMar 2020
Total AUM$353.8M
Discretionary$339.9M
Non-Disc.$13.9M
Employees4
Clients0
DateMar 2019
Total AUM$292M
Discretionary$279.4M
Non-Disc.$12.6M
Employees3
Clients0
DateSep 2018
Total AUM$285.1M
Discretionary$271.6M
Non-Disc.$13.5M
Employees3
Clients0
DateSep 2018
Total AUM$285.1M
Discretionary$271.6M
Non-Disc.$13.5M
Employees3
Clients0
DateMar 2018
Total AUM$285.1M
Discretionary$271.6M
Non-Disc.$13.5M
Employees3
Clients0
DateFeb 2017
Total AUM$226.9M
Discretionary$213.9M
Non-Disc.$13M
Employees2
Clients200
DateMar 2016
Total AUM$196.2M
Discretionary$183.3M
Non-Disc.$12.9M
Employees3
Clients100
DateMar 2015
Total AUM$187.5M
Discretionary$175.4M
Non-Disc.$12.1M
Employees2
Clients100
DateMar 2014
Total AUM$162.9M
Discretionary$149.3M
Non-Disc.$13.7M
Employees2
Clients100
DateSep 2013
Total AUM$158M
Discretionary$136.4M
Non-Disc.$21.6M
Employees1
Clients100
DateSep 2013
Total AUM$158M
Discretionary$136.4M
Non-Disc.$21.6M
Employees1
Clients100
DateJul 2013
Total AUM$128.1M
Discretionary$115.2M
Non-Disc.$13M
Employees1
Clients100
DateJul 2013
Total AUM$128.1M
Discretionary$115.2M
Non-Disc.$13M
Employees1
Clients100
DateMar 2013
Total AUM$128.1M
Discretionary$115.2M
Non-Disc.$13M
Employees1
Clients100
DateMar 2012
Total AUM$104.2M
Discretionary$93M
Non-Disc.$11.2M
Employees1
Clients26
DateMar 2011
Total AUM$85.4M
Discretionary$80.1M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2011
Total AUM$85.4M
Discretionary$80.1M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2011
Total AUM$85.4M
Discretionary$80.1M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2008
Total AUM$56.1M
Discretionary$55.6M
Non-Disc.$487.2K
Employees5
Clients--
DateMar 2007
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$38.5M
Discretionary$38M
Non-Disc.$421.9K
Employees5
Clients--
DateJun 2004
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--