GOODWIN INVESTMENT ADVISORY, LLC
Legal name: GOODWIN INVESTMENT ADVISORY
CRD #131193 SEC #801-117942 WOODSTOCK, GA 678-741-2370
SEC Registered
Total AUM
$344.4M
Discretionary
$344.4M
Employees
12
Clients
26
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $344.4M | $344.4M | $0 | 12 | 35 |
| Sep 2024 | $265.9M | $265.9M | $0 | 13 | 36 |
| Mar 2024 | $265.9M | $265.9M | $0 | 13 | 36 |
| Jul 2023 | $197M | $197M | $0 | 13 | 0 |
| Mar 2023 | $197M | $197M | $0 | 13 | 0 |
| Oct 2022 | $204M | $204M | $0 | 14 | 0 |
| Jun 2022 | $204M | $204M | $0 | 14 | 0 |
| Mar 2022 | $204M | $204M | $0 | 14 | 0 |
| Dec 2021 | $150.4M | $150.4M | $0 | 9 | 0 |
| Aug 2021 | $150.4M | $150.4M | $0 | 9 | 0 |
| Apr 2021 | $150.4M | $150.4M | $0 | 9 | 0 |
| Mar 2021 | $150.4M | $150.4M | $0 | 9 | 0 |
| Jun 2020 | $103M | $103M | $0 | 9 | 0 |
| Feb 2020 | $103M | $103M | $0 | 9 | 0 |
| Jan 2020 | $100M | $100M | $0 | 8 | 264 |
| Dec 2019 | $100M | $100M | $0 | 8 | 264 |
DateApr 2025
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees12
Clients35
DateSep 2024
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees13
Clients36
DateMar 2024
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees13
Clients36
DateJul 2023
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees14
Clients0
DateJun 2022
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees14
Clients0
DateDec 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees8
Clients264
DateDec 2019
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees8
Clients264