AUMdb

Godwin Capital Group, Llc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 316592 · SEC file 801-122702 · Atlanta, GA · godwincap.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$1.1B
Discretionary
$318M
Clients
22
Avg AUM / client
$51.4M
Accounts
416
Employees
6

AUM over time

$0 $1.1B
Oct 2021 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 4 $78.1M 6.9%
Pooled investment vehicles (non-investment companies) 13 $185M 16.4%
Charitable organizations 1 $129M 11.4%
Corporations and other businesses 4 $739M 65.4%

Private funds (6)

Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $13.8M combined gross assets

FundTypeDomicileGross assetsOwners
Godwin Cs Holdings, Llc Private Equity Fund Delaware $5.1M 12
Gcg Strategic Investments I, Lp Private Equity Fund Delaware $2.5M 3
Godwin Sw Holdings, Llc Private Equity Fund Delaware $2.4M 4
Godwin Fp Holdings, Llc Private Equity Fund Delaware $2.0M 8
Godwin Tv Holdings, Llc Private Equity Fund Delaware $969K 4
Godwin Hp Holdings, Llc Private Equity Fund Delaware $876K 5

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Bicksler, Jeffrey, Michael Managing Member/Chief Compliance Officer Apr 2021 (5y) 75% or more
Bynum, Frank, Kitchell Owner Jun 2021 (5y) 10% – 25%
Wall, Thomas, Robert Owner Jun 2021 (5y) 10% – 25%

Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.

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.

Private funds (6, $13.8M gross assets)

FundTypeGross assetsMin. investmentOwners
Godwin Cs Holdings, Llc Private Equity Fund $5.1M $250K 12
Gcg Strategic Investments I, Lp Private Equity Fund $2.5M $250K 3
Godwin Sw Holdings, Llc Private Equity Fund $2.4M $250K 4
Godwin Fp Holdings, Llc Private Equity Fund $2.0M $50.0K 8
Godwin Tv Holdings, Llc Private Equity Fund $969K $250K 4
Godwin Hp Holdings, Llc Private Equity Fund $876K $50.0K 5

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 3.25 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
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗