191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

Overview

191 Godwin Associates, Inc. d/b/a Godwin Capital Management is a small, fee-based advisory firm that centers its investment activity on equity-centric portfolio management for both individual/family and institutional clients. The firm is structured as a corporation owned by an individual and combines percentage-of-AUM and fixed-fee billing. Advisory services listed on the filing emphasize discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. The filing also records accounting as a business activity and an industry affiliation, indicating the firm likely integrates tax or accounting perspective into its client work. Investment posture is biased toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm uses Fidelity Brokerage Services LLC as its custodian, which supports active management of listed securities and provides the trading and SMA/ETF infrastructure the firm appears to leverage. Mutual funds are noted among the additional investment vehicles the adviser uses; there is no explicit, named allocation to private fund managers or direct alternative strategies in the filing.

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