GODWIN CAPITAL GROUP, LLC

3715 Northside Parkway Nw
Bldg 400, Suite 205
Atlanta, Georgia 30327
Tel: 404-795-8300

About GODWIN CAPITAL GROUP, LLC

GODWIN CAPITAL GROUP, LLC, formally registered with the SEC as GODWIN CAPITAL GROUP, LLC. The firm was established in 11/16/2021. They have over 1 offices throughout the country.

GODWIN CAPITAL GROUP, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,065,500,133 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316592
SEC#	801-122702
Assets Managed by Firm	$1,065,500,133
No. of Clients	128
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	128	$1,065,500,133
High net worth individuals	Fewer than 5 clients	$62,629,320
Charitable organizations	Fewer than 5 clients	$125,326,288
Corporations or other businesses	Fewer than 5 clients	$807,984,525

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