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 works with both individual and family clients as well as institutional relationships, charging fees primarily as a percentage of assets under management along with other fee arrangements. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and client education via newsletters and workshops. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Godsey & Gibb 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 4
Marc Verdi
Chief Financial OfficerCRD 5485381
Michael Gibb
President, CEOCRD 6017943
Jeanmarie Mcgowan
Chief Investment OfficerCRD 2579481
Contacts
3 of 11
Ephraim Ulmer
Wealth Management AdvisorCRD 822497
Danny Savage
Partner, Wealth Management AdvisorCRD 2232727
Maya Lindsey
CRD 8313761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$37.1M in ETFs
98%
$36.3M
1%
$854K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.3M | 16,410 | 33.01% |
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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