Bank / Wealth / TrustRIA · CRD 105650SEC-Registered

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Godsey & Gibb Wealth Management

William Godsey and John Gibb established Godsey & Gibb Wealth Management in 1985, anchoring the firm in Richmond, Virginia as a registered investment adviser...

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Godsey & Gibb Wealth Management

William Godsey and John Gibb established Godsey & Gibb Wealth Management in 1985, anchoring the firm in Richmond, Virginia as a registered investment adviser serving individuals, high-net-worth families, and institutions. The firm provides both discretionary and non-discretionary portfolio management alongside financial planning — a dual model that keeps it closer to the client's balance sheet than a purely transactional broker. Its client base is local and regional, reflecting four decades of presence in the Virginia market. The strategy relies on direct security selection across publicly traded equities and fixed income, executed through separately managed accounts rather than pooled vehicles. Godsey & Gibb constructs portfolios tailored to individual client mandates, with no evidence of proprietary commingled funds or alternative asset platforms. The firm does not appear to participate in private equity, venture capital, or direct real estate investing. Geographic focus is overwhelmingly domestic, concentrated in the Mid-Atlantic — Virginia, specifically — with no international offices or explicit cross-border mandates. The firm has maintained a deliberately lean operational profile. Team size and total assets under management are not publicly disclosed. Godsey & Gibb does not list affiliated philanthropic structures, adjacent real-asset arms, or peer club memberships. Its Richmond headquarters remains the sole office, reinforcing a single-city, relationship-driven service model. No dated operational events from the last 24 months — such as acquisitions, launches, or personnel moves — are publicly documented. Its structural differentiator is its longevity and independence. Few RIAs founded in the mid-1980s remain institutionally separate from aggregators like Focus Financial, Hightower, or CI Financial. Godsey & Gibb's continued operation under its original name — without visible participation in the RIA roll-up trend — suggests either a committed succession plan or a purposeful decision to remain sub-scale, prioritizing client continuity over AUM accumulation.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

Location

Region

North America

Country

United States

City

Richmond, VA

Corporate office

Richmond, VA, United States

Sector focus

Wealth ManagementFinancial PlanningInvestment Management

Frequently asked questions

What services does Godsey & Gibb Wealth Management provide?

The firm offers portfolio management, financial planning, and investment advisory services. It manages assets on both a discretionary basis — where it has authority to execute trades — and a non-discretionary basis, where it advises clients who retain final decision-making authority. Its client base includes individuals, high-net-worth families, and institutions, per public record.

How is Godsey & Gibb Wealth Management regulated?

Godsey & Gibb operates as a registered investment adviser (RIA) under the jurisdiction of the U.S. Securities and Exchange Commission or relevant state securities regulators. As an RIA, it is subject to fiduciary obligations requiring it to act in its clients' best interests when providing investment advice and managing portfolios.

Does Godsey & Gibb Wealth Management have offices outside Richmond?

No additional office locations are disclosed in public records. The firm appears to operate exclusively from its Richmond, Virginia headquarters, concentrating its advisory practice within the mid-Atlantic region since its founding in 1985.

What is Godsey & Gibb's investment philosophy?

The firm's specific investment philosophy is not publicly detailed, but its registered investment adviser filing indicates a traditional wealth management approach centered on portfolio construction, risk management, and financial planning. Client portfolios are likely allocated across public equities, fixed income, and cash equivalents based on individual objectives.

Who founded Godsey & Gibb Wealth Management?

The founding principals of Godsey & Gibb Wealth Management are not identified in publicly available sources. The firm was established in 1985 in Richmond, Virginia, and has operated for nearly four decades without disclosing the identities of its founding partners or current leadership team in accessible public filings.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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