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GODSEY & GIBB WEALTH MANAGEMENT
Legal name: GODSEY & GIBB INC
CRD 105650File 801-23685
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.55B
Non-discretionary $10.0M
Clients
831
1,876 accounts
Employees
23
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 5, 1985
- Principal office
- 6806 PARAGON PL, STE 230, RICHMOND, VA, 23230
- Phone
- 804-285-7333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.56B
- Discretionary AUM
- $1.55B
- Non-discretionary AUM
- $10.0M
- Discretionary accounts
- 1,860
- Non-discretionary accounts
- 16
- Total accounts
- 1,876
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $99.4M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 9 | $23.4M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 440 | $1.19B |
| Banking or thrift institutions | 23 | $40.4M |
| Pension and profit sharing plans | 38 | $36.9M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 307 | $171.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FINANCIAL PLANNING FEES, TAX PREPARATION FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.