Investment adviser · CRD 124288
191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT
Investment adviser filing (IA)
191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
WYCKOFF, NJ, United States · Form ADV filed Feb 10, 2026
- Regulatory AUM
- $150M Form ADV · Item 5.F
- Client accounts
- 314 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $59,251,949 | 39.5% |
| Individuals | 275 | $45,792,730 | 30.5% |
| Corporations & businesses | 29 | $32,040,371 | 21.3% |
| Charities | Fewer than 5 | $7,651,989 | 5.1% |
| Retirement plans | 11 | $5,348,236 | 3.6% |
Filing source
Form ADV 2050228 · Feb 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
191 GODWIN AVENUE, STE 5WYCKOFF, NJ, 07481-2052, United States
CRD 124288
Filing source
Form ADV 2050228 · Feb 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.