Bank / Wealth / TrustRIA · CRD 105650SEC-Registered

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Godsey & Gibb Wealth Management

Godsey & Gibb Wealth Management was founded in 1985 as a registered investment adviser based in Richmond, Virginia. The firm was built to serve individuals,...

Godsey & Gibb Wealth Management logo

Godsey & Gibb Wealth Management

Godsey & Gibb Wealth Management was founded in 1985 as a registered investment adviser based in Richmond, Virginia. The firm was built to serve individuals, high-net-worth families, and institutional clients, providing both discretionary and non-discretionary asset management services. Its four-decade history places it among the earlier independent advisory practices established in the mid-Atlantic region, though the identities of its founding principals remain outside the public record. The firm structures its services around core wealth management functions: investment portfolio management, financial planning, and advisory consulting. Client assets are managed on either a discretionary basis — where Godsey & Gibb executes investment decisions directly — or a non-discretionary basis, where the firm advises while the client retains final approval. The investment approach draws on traditional asset allocation across public equities, fixed income, and cash management, tailored to individual client objectives. Specific portfolio holdings or proprietary strategies are not publicly detailed. Godsey & Gibb operates from a single office in Richmond, Virginia, and has not disclosed its total assets under management or current team headcount. The firm does not maintain a public-facing LinkedIn presence and discloses limited operational detail, consistent with a practice oriented toward long-standing local client relationships rather than institutional marketing. No adjacent philanthropic vehicles, real-asset arms, or co-investment clubs are associated with the firm in available public records. The firm's structural distinction lies in its longevity as a locally focused, independently owned RIA in a market dominated by regional banks and national wealth platforms. For nearly 40 years, it has maintained a lean operational footprint without acquisition, outside capital, or expansion into adjacent business lines — a governance posture that suggests either a deliberate boutique strategy or a closely held partnership with no succession-driven transaction to date.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Richmond

Corporate office

Richmond, VA, United States

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.

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