GODWIN CAPITAL GROUP, LLC

Adviser information for GODWIN CAPITAL GROUP, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 44 $147.5M
Non-Discretionary 84 $918.0M
Total 128 $1.1B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $62.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 6 $69.6M
Pension and profit sharing plans 0 $0
Charitable organizations <5 $125.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $808.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-122702
SEC ERA File Number 801-122702
SEC CIK Numbers None
SEC CRD Numbers 316592
Legal Entity Identifier None

Principal Office

3715 NORTHSIDE PARKWAY NW
BLDG 400, SUITE 205
ATLANTA
GA
United States
Monday - Friday, 9AM-5PM
Tel: 678-705-5347, Fax: None

Websites

Chief Compliance Officer

JEFFREY BICKSLER
PRESIDENT/MANAGING MEMBER
3715 NORTHSIDE PARKWAY NW
BLDG 400, SUITE 205
ATLANTA
GA
United States
Tel: 678-705-5347
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
GCG STRATEGIC INVESTMENTS I, LP Private Equity Fund $2.5M $0.3M 3
GODWIN-CS HOLDINGS, LLC Private Equity Fund $5.1M $0.3M 12
GODWIN-FP HOLDINGS, LLC Private Equity Fund $2.0M $0.1M 8
GODWIN-HP HOLDINGS, LLC Private Equity Fund $0.9M $0.1M 5
GODWIN-SW HOLDINGS, LLC Private Equity Fund $2.4M $0.3M 4
GODWIN-TV HOLDINGS, LLC Private Equity Fund $1.0M $0.3M 4

Control Persons

Name Type Entity Title Since Ownership
BYNUM, FRANK, KITCHELL Individual OWNER 06/2021 10-25%
WALL, THOMAS, ROBERT Individual OWNER 06/2021 10-25%
Bicksler, Jeffrey, Michael Individual MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 04/2021 > 75%

No. Employees, Historic

1050202120222023202420251 on 10/15/20211 on 3/16/20222 on 3/30/20232 on 3/31/20232 on 5/31/20232 on 1/24/20245 on 3/28/2024

RAUM, Historic

2B1B0202120222023202420250 on 10/15/2021634421474 on 3/16/2022769662392 on 3/30/2023769662392 on 3/31/2023769662392 on 5/31/2023769662392 on 1/24/20241065500133 on 3/28/2024

No. Clients, Historic

1050202120222023202420250 on 10/15/20213 on 3/16/20225 on 3/30/20235 on 3/31/20235 on 5/31/20235 on 1/24/20246 on 3/28/2024