# Goodwin Investment Advisory

Goodwin Investment Advisory is a RIA based in Woodstock, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Woodstock, United States
- **Region:** North America
- **Address:** Woodstock, GA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** www.goodwininvestment.com
- **LinkedIn:** https://www.linkedin.com/company/goodwin-investment-advisory

## Regulatory record

- **CRD number:** 131193
- **SEC file number:** 801-117942
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131193

## About

Goodwin Investment Advisory is an SEC-registered investment adviser in WOODSTOCK, GA, registered since 2020. The firm manages $397 million in assets, $391 million on a discretionary basis. It has 13 employees and 6 investment advisers.

## Questions

### What is the firm's service model—does it include financial planning, or only investment management?

Goodwin Investment Advisory integrates financial planning with investment management, structuring its client relationships around an initial comprehensive plan rather than strictly managing assets. Service coverage includes retirement income projections, tax-aware distribution strategies, and estate-planning coordination. This planning-first posture places it in the category of wealth-management RIAs rather than pure asset managers.

### In which geographic market does Goodwin Investment Advisory primarily operate?

The firm is headquartered in Woodstock, Georgia, and its client base is concentrated in the northern suburban counties of metro Atlanta, including Cherokee, Cobb, and north Fulton. It functions as a regional or sub-regional RIA rather than a national platform. No additional office locations are publicly documented.

## Related profiles

- [Goodwin Capital Advisers](https://altss.com/profile/goodwin-capital-advisers)
- [Goodyear Dunlop Tyres UK Pension Fund](https://altss.com/profile/goodyear-dunlop-tyres-uk-pension-fund)

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Last updated: 2026-07-08T21:59:02.324Z

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