GODSEY & GIBB WEALTH MANAGEMENT
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 105650
- Registered since
- March 5, 1985
- Website
- www.godseyandgibb.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI76.16%
- Individuals11.02%
- Corporations / Businesses6.37%
- Banking / Thrift Institutions2.59%
- Pension & Profit Sharing Plans2.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Godsey & Gibb Wealth Management is an independent registered investment adviser that has been SEC-registered since 1985. The firm serves high-net-worth individuals, families and institutional clients and offers a mix of financial planning, discretionary portfolio management for individuals, small businesses and institutions, plus client education through newsletters and workshops. Fee arrangements include asset-based fees and other client-specific billing structures. Godsey & Gibb is not positioned as a capital allocator and does not self-identify as an active ESG investor. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Investment Grade Corp Bonds21%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 4Marc Verdi
Chief Financial OfficerCRD 5485381
MICHAEL GIBB
President, CEOCRD 6017943
JEANMARIE MCGOWAN
Chief Investment OfficerCRD 2579481
Contacts
3 of 10EPHRAIM ULMER
Wealth Management AdvisorCRD 822497
DANNY SAVAGE
Partner, Wealth Management AdvisorCRD 2232727
Zachary Agenbroad
Associate Portfolio ManagerCRD 7871909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$33.6M in ETFs
97%
$32.7M
1%
$873K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.7M | 16,444 | 31.85% |
Location
RICHMOND, VA
HENRICO
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 6806 Paragon Pl
- Time zone
- ET (UTC-5)
- Office locations
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