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

Clients

Accounts

406

Firm Details

Organization Type: Limited Liability Company
State of Formation: Georgia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 1, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BREWER, SHARON, BRYAN	I	PARTIAL OWNER	NA
BRUE, TARA	I	PARTIAL OWNER	NA
Brown, Raymond	I	PARTIAL OWNER	NA
HOWARD, JOANNA, LESLIE	I	PARTIAL OWNER	NA
HUGO, HERMAN	I	PARTIAL OWNER	NA
LYLE, ANGELA	I	PARTIAL OWNER	NA
PEACOCK, CHRISTY	I	PARTIAL OWNER	NA
Pitcock, Justin	I	CCO	NA
Pitcock, Justin	I	CCO	NA
Pitcock, Justin	I	CCO	NA
Pitcock, Justin	I	CCO	NA
Pitcock, Justin	I	CCO	NA
Pitcock, Justin	I	CCO	NA
Pitcock, Justin	I	PARTIAL OWNER	NA
TREGO, CHRISTY	I	PARTIAL OWNER	NA
GOODWIN, TIMOTHY, JOHN	I	OWNER/MANAGER/CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/MANAGER/CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
GOODWIN, TIMOTHY, JOHN	I	OWNER/PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
Goodwin, Maureen, Elizabeth	I	OWNER	B
BECKFORD, JOSEPH, M	I	PARTIAL OWNER	A

Registrations

Federal

Apr 1, 2025 REGISTERED

Notice Filings (8)

AL CA FL GA SC TN TX VA

Address

238 RIVER PARK N DR.
WOODSTOCK, GA 30188
United States

Phone: 678-741-2370