GOODWIN INVESTMENT ADVISORY

Legal name: GOODWIN INVESTMENT ADVISORY, LLC

CRD 131193File 801-117942

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$397.0M

Below cohort median (national)

Discretionary AUM

$391.3M

Non-discretionary $5.7M

Clients

402

403 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 16, 2020
Principal office: 238 RIVER PARK N DR., WOODSTOCK, GA, 30188
Phone: 678-741-2370
Website: https://www.linkedin.com/company/goodwin-investment-advisory/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $397.0M
Discretionary AUM: $391.3M
Non-discretionary AUM: $5.7M
Discretionary accounts: 398
Non-discretionary accounts: 5
Total accounts: 403
AUM per client: $988K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.6M
High net worth individuals	118	$249.5M
Pension and profit sharing plans	5	$5.7M
Individuals (other than high net worth individuals)	279	$140.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: 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 11

This 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.