THE GOFF FINANCIAL GROUP

Legal name: MATTHEW GOFF INVESTMENT ADVISOR, LLC

CRD 114796File 801-62129

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$674.4M

Above cohort median (national)

Discretionary AUM

$669.4M

Non-discretionary $5.0M

Clients

225

646 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 19, 2003
Principal office: 11 GREENWAY PLAZA, SUITE 1425, HOUSTON, TX, 77046
Phone: 713-850-8900
Website: HTTP://WWW.GOFFFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $674.4M
Discretionary AUM: $669.4M
Non-discretionary AUM: $5.0M
Discretionary accounts: 644
Non-discretionary accounts: 2
Total accounts: 646
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	142	$634.2M
Pension and profit sharing plans	Fewer than 5	$6.9M
Individuals (other than high net worth individuals)	81	$32.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	226	225
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.