Going Cpas & Wealth Advisors, Llp
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 324
- Avg AUM / client
- $496K
- Accounts
- 601
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 286 | $66.8M | 41.5% |
| High net worth individuals | 38 | $76.7M | 47.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.6M | 2.27% |
| Charitable organizations | Fewer than 5 clients | $11.2M | 6.99% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 1.52% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig C Lebouef | Registered representative | CFP Personal Financial Specialist | Dec 2008 (18y) | |
| Darren Joseph Cart | Registered representative | Personal Financial Specialist | Feb 2011 (16y) | |
| Scott D Hayes | Registered representative | Personal Financial Specialist | Jan 2024 (3y) | |
| Robert A Roy | Registered representative | Personal Financial Specialist | Jan 2024 (3y) | |
| Charles Matthew Ledoux | Registered representative | Personal Financial Specialist | Jan 2024 (3y) | |
| Amy Broussard Spellman | Registered representative | Personal Financial Specialist | Feb 2024 (3y) | |
| Seth Edmund Dabney | Registered representative | Personal Financial Specialist | Feb 2024 (3y) | |
| Kaleb Blake Andrepont | Registered representative | Personal Financial Specialist | Feb 2024 (3y) | |
| William Kyle George | Registered representative | Personal Financial Specialist | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $161M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗