# GOODMAN FINANCIAL CORPORATION

GOODMAN FINANCIAL CORPORATION of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114637
- Type: SEC-registered investment adviser
- SEC file number: 801-61260
- Location: 5177 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, 77056
- Phone: 713-599-1777
- Latest filing: 2026-04-24
- Regulatory AUM: $915.9M
- Discretionary AUM: $912.5M
- Non-discretionary AUM: $3.4M
- Clients: 26
- Accounts: 913

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Steven Robert Goodman | PRESIDENT | — |
| Charlotte Marie Jungen | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| Christopher Allan Matlock | CHIEF INVESTMENT OFFICER | — |
| Linda Jean Mccoy | CHIEF CLIENT OFFICER | — |
| Lisa Ann Francia | CHIEF FINANCIAL OFFICER | — |
| Wade Dyron Egmon | SENIOR FINANCIAL ADVISOR | — |
| MATLOCK CHRISTOPHER ALLAN | CHIEF INVESTMENT OFFICER | — |
| GOODMAN STEVEN ROBERT | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VIATOR MICHAEL D | SHAREHOLDER | — |
| JUNGEN CHARLOTTE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| McCoy Linda JEAN | CHIEF CLIENT OFFICER | — |
| Francia Lisa Ann | CHIEF FINANCIAL OFFICER | — |
| EGMON WADE DYRON | SENIOR FINANCIAL ADVISOR | — |
| Robin Raphael Kollannur | CHIEF INVESTMENT OFFICER | — |
| Morgann Michelle Zimmer | DIRECTOR OF FINANCIAL ADVISORY SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114637/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114637/similar
- Related entities: https://search.stillhousedata.com/firm/114637/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114637

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.