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GOODMAN FINANCIAL CORPORATION

HOUSTON, TX · CRD 114637 · IAPD ↗ · 713-599-1777

$915.9MRegulatory AUM
16Advisory reps
26Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — GOODMAN FINANCIAL CORPORATION reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2024 — GOODMAN FINANCIAL CORPORATION grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.