Investment adviser · CRD 105650

GODSEY & GIBB WEALTH MANAGEMENT

Investment adviser filing (IA)

GODSEY & GIBB INC

RICHMOND, VA, United States · Form ADV filed May 5, 2026

Regulatory AUM: $1.56B
Client accounts: 1,876
Employees: 23
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	440	$1,188,482,510	76.2%
Individuals	307	$171,934,245	11.0%
Corporations & businesses	14	$99,438,597	6.4%
Banks & thrifts	23	$40,436,739	2.6%
Retirement plans	38	$36,943,524	2.4%
Charities	9	$23,358,741	1.5%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2103386 · May 5, 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 funds

The 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: May 5, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets

Principal office

6806 PARAGON PL, STE 230
RICHMOND, VA, 23230, United States

CRD 105650

Filing source

Form ADV 2103386 · May 5, 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.