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GOODRICH FINANCIAL ADVISORY LLC

Advisory

TX

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in TX
#2,671
of 2,813 advisers by AUM
Average account
$108K
across 10 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$1M
Discretionary %
74.5%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$808K
Non-Discretionary AUM$277K
Discretionary %74.5%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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$1M
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$1M
STRATEGIC INVESTING FUNDS, LLC
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INVSTR FINANCIAL LLC
LAREDO, TX
$1M
0.0% 1Y
ATWOOD CAPITAL MANAGEMENT, LLC
DALLAS, TX
$1M
GHOST STRATEGIES LLC
$1M

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