| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Lyle | Partial Owner | Under 5% | 2025 |
| Christy Peacock | Partial Owner | Under 5% | 2025 |
| Christy Trego | Partial Owner | Under 5% | 2025 |
Goodwin Investment Advisory, LLC reports $344.4 million in regulatory assets under management on its Form ADV.
Goodwin Investment Advisory, LLC reports 12 employees.
Goodwin Investment Advisory, LLC is based in Woodstock, GA and has been SEC-registered since 2020.
Goodwin Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 238 River Park N Dr., Woodstock, GA 30188 |
| Phone | 678-741-2370 |
| Fax | 678-825-3775 |
| Office hours | 9 - 5 By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1803294 |
| Discloses disciplinary history | No |
| Discretionary | $344.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $344.4M |