Goodwin Investment Advisory, LLC
● SEC registered since 2020CRD 131193SEC# 801-117942Woodstock, GA
Reg. AUM
$397M
Employees
13
Accounts
403
Location
Woodstock, GA
Goodwin Investment Advisory, LLC assets under management
Goodwin Investment Advisory, LLC is an investment advisory firm registered with the SEC based in Woodstock, GA. The firm has been registered since 2020. It reports $397 million in regulatory assets under management and employs 13 people.
Goodwin Investment Advisory, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christy Peacock | Partial Owner | Under 5% | 2025 |
| Christy Trego | Partial Owner | Under 5% | 2025 |
| Coby Robert Sullivan | Partial Owner | Under 5% | 2026 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Goodwin Investment Advisory, LLC manage?
Goodwin Investment Advisory, LLC reports $397 million in regulatory assets under management on its Form ADV.
How many employees does Goodwin Investment Advisory, LLC have?
Goodwin Investment Advisory, LLC reports 13 employees.
Where is Goodwin Investment Advisory, LLC located?
Goodwin Investment Advisory, LLC is based in Woodstock, GA and has been SEC-registered since 2020.
Does Goodwin Investment Advisory, LLC disclose fund performance?
Goodwin Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 238 River Park N Dr., Woodstock, GA 30188 |
| Phone | 678-741-2370 |
| Fax | 678-825-3775 |
| Office hours | 9 - 5 By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1803294 |
| Discloses disciplinary history | No |
Regulatory AUM
$397M▲ 15%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$397Mregulatory AUM
Discretionary $391.3MNon-discretionary $5.7M