GOODRICH FINANCIAL ADVISORY LLC

GOODRICH FINANCIAL ADVISORY LLC is an SEC-registered investment adviser (CRD 323934). Regulatory assets under management: $1.1M.

Registration

• CRD: 323934
• Type: Registered investment adviser
• Phone: 409-904-5211
• Latest filing: 2026-03-02
• Regulatory AUM: $1.1M
• Discretionary AUM: $808K
• Non-discretionary AUM: $277K
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search