← Directory
GOODMAN FINANCIAL CORPORATION
CRD 114637File 801-61260
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$915.9M
Above cohort median (national)
Discretionary AUM
$912.5M
Non-discretionary $3.4M
Clients
288
913 accounts
Employees
26
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 21, 2002
- Principal office
- 5177 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, 77056
- Phone
- 713-599-1777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $915.9M
- Discretionary AUM
- $912.5M
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 909
- Non-discretionary accounts
- 4
- Total accounts
- 913
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $427K |
| Charitable organizations | 13 | $57.5M |
| High net worth individuals | 207 | $820.6M |
| Individuals (other than high net worth individuals) | 67 | $37.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.