GOGGANS GROUP INC

Overview

Goggans Group Inc. is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm charges fees as a percentage of assets under management and also offers hourly planning work, which signals a combination of ongoing portfolio oversight and project-based advice. Investment activity is centered on publicly available pooled vehicles—primarily mutual funds—with a smaller, targeted use of third‑party alternative managers for clients who need exposure beyond standard long-only equities and fixed income. The firm is not positioned as a capital allocator or pension consultant and does not describe itself as an active ESG investor. Its advisory footprint is focused on individuals and small businesses rather than institutional or large-family-office mandates, and it operates as an independent, owner-led advisory practice.

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Location & Offices