GODWIN CAPITAL GROUP, LLC

Overview

Godwin Capital Group, LLC is an independent SEC-registered RIA formed as an LLC and registered in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include a percentage of AUM, fixed fees, and performance-based fees. Its advisory services cover financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. The firm does not identify as an active ESG investor and is organized under individual ownership. The mix of activities — direct portfolio management for pooled vehicles plus third-party manager selection — indicates a hybrid model that combines in-house portfolio oversight with access to external managers and funds. That positioning supports a capacity to structure bespoke solutions for high-net clients and institutions while also operating as an allocator into private fund strategies.

Assets & Accounts

Investments & Alternatives