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GODWIN CAPITAL GROUP, LLC

ATLANTA, GA · CRD 316592 · IAPD ↗ · godwincap.com · 404-795-8300

$1.13BRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
13Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2025 — GODWIN CAPITAL GROUP, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
30
April 2024 — GODWIN CAPITAL GROUP, LLC changed its website from godwincapitalgroup.com to godwincap.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — GODWIN CAPITAL GROUP, LLC now reports custody of client assets ($135.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — GODWIN CAPITAL GROUP, LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — GODWIN CAPITAL GROUP, LLC crossed $1B in regulatory AUM ($769.7M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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