GOODWIN INVESTMENT ADVISORY

Overview

Goodwin Investment Advisory is an independent SEC‑registered RIA organized as an LLC and first registered in 2020. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Goodwin charges fees as a percentage of AUM and also uses hourly and fixed‑fee arrangements. The firm is active as a sponsor/GP and managing member of pooled investment vehicles, indicating it not only allocates to third‑party managers but can also originate or run pooled structures. It does not present itself as an ESG investor and is not structured as a multi‑state adviser according to the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives