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| Godsey & GIBB Inc
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| CRD # | 105650 |
| SEC # | 801-23685 |
| CIK # | 0000887402 |
| AUM | 1,560.6 M (2026-05-05) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-285-7333 |
| Address | 6806 Paragon Pl, Ste 230 Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000887402 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Corning Inc /NY | 52.7 | |
| Apple Inc | 43.9 | |
| Broadcom Inc | 43.5 | |
| Royal Bank of Canada | 35.4 | |
| Toronto Dominion Bank | 33.4 | |
| United Technologies Corp /DE/ | 32.6 | |
| Eaton Corp Ltd | 32.4 | |
| State Street Corp | 32.0 | |
| Entergy Corp /DE/ | 29.8 | |
| PNC Financial Services Group Inc | 29.4 | |
| Merck & Co Inc | 28.9 | |
| International Business Machines Corp | 28.8 | |
| Novartis AG | 28.7 | |
| Alliant Energy Corp | 28.0 | |
| Visa Inc | 28.0 | |
| Coca Cola Co | 27.6 | |
| Microchip Technology Inc | 27.4 | |
| Fastenal Co | 27.1 | |
| Microsoft Corp | 26.7 | |
| American Electric Power Co Inc | 26.6 | |
| Dominion Resources Inc /VA/ | 26.4 | |
| Amgen Inc | 25.9 | |
| Duke Energy Corp | 25.6 | |
| Costco Wholesale Corp /NEW | 25.0 | |
| Schlumberger Ltd /NV/ | 24.5 | |
| BB&T Corp | 24.5 | |
| Agilent Technologies Inc | 23.3 | |
| Home Depot Inc | 23.3 | |
| Chevron Corp | 22.4 | |
| BlackRock Inc | 22.3 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 171.9 |
| (b) Individuals (high net worth individuals) | 440 | 1,188.5 |
| (c) Banking or thrift institutions | 23 | 40.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 36.9 |
| (h) Charitable organizations | 9 | 23.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 99.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,876 | 1,560.6 |
| By Discretionary | ||
| Discretionary | 1,860 | 1,550.6 |
| Non-Discretionary | 16 | 10.0 |
| Total | 1,876 | 1,560.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,560.6 | |
| Total | 1,876 | 1,560.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000887402] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beam Wealth Advisors Inc
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LA | 1,600.5 M |
|
Means Investment Co Inc
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|
ME | 1,594.6 M |
|
Consolidated Portfolio Review Corp
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NY | 1,591.9 M |
|
Ciccarelli Advisory Services Inc
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FL | 1,586.3 M |
|
Invst LLC
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IN | 1,565.1 M |
|
Heartwood Wealth Advisors LLC
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|
VA | 1,548.6 M |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1,537.3 M |
|
BFSG LLC
✚
|
CA | 1,535.3 M |
|
Delta Asset Management LLC
✚
|
TN | 1,528.0 M |
|
Triune Financial Partners LLC
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|
KS | 1,521.9 M |