Godsey & Gibb Inc is a large advisory firm based in Richmond. It manages $821.76 million of regulatory assets for 1,349 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 22 other states.
Godsey & Gibb provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Godsey & Gibb Inc is $821.76 million. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Godsey & Gibb Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Brian Yates Gibb is high net worth individuals with 260 clients and $586.26 million of assets under management. Among the 7 most similar advisory firms, Godsey & Gibb has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $821.76 million for 603 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Godsey & Gibb doesn't advise any private funds.
The company employs 23 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brian Yates Gibb has been acting as President since 1 Jan 2014. Michael Reilly Gibb joined the executive team most recently as the Trustee / President.
The principal office where Godsey & Gibb Inc performs its advisory services is located at 6806 Paragon Pl, Ste 230, Richmond, VA 23230, which is also the mailing address of the firm. An additional office of the firm is in Greenville, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-285-7333 or by fax 804-285-9268. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at godseyandgibb.com.