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Goodman Financial Corporation

● SEC registered since 2002CRD 114637SEC# 801-61260Houston, TX
Export (members)
Reg. AUM
$864.9M
Employees
26
Accounts
925
Location
Houston, TX

Goodman Financial Corporation assets under management

Goodman Financial Corporation is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2002. It reports $864.9 million in regulatory assets under management and employs 26 people.
www.linkedin.com/company/goodman-financial-corporationView on SEC.gov ↗

Goodman Financial Corporation owners & executives

6 reported
NameTitleOwnershipSince
Charlotte Marie Jungen ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2015
Christopher Allan Matlock ControlChief Investment Officer5-10%2018
Linda Jean McCoy ControlChief Client OfficerUnder 5%2021
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Frequently asked questions

How much does Goodman Financial Corporation manage?

Goodman Financial Corporation reports $864.9 million in regulatory assets under management on its Form ADV.

How many employees does Goodman Financial Corporation have?

Goodman Financial Corporation reports 26 employees.

Where is Goodman Financial Corporation located?

Goodman Financial Corporation is based in Houston, TX and has been SEC-registered since 2002.

Does Goodman Financial Corporation disclose fund performance?

Goodman Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5177 Richmond Avenue, Suite 700, Houston, TX 77056
Phone713-599-1777
Fax713-599-1811
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1382303
Discloses disciplinary historyNo

Assets under management

Discretionary$861.9M
Non-discretionary$3M
Total (RAUM)$864.9M