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| Happy Holidays!! thanks for using AUM13F!! |
| Godsey & GIBB Inc
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| CRD # | 105650 |
| SEC # | 801-23685 |
| CIK # | 0000887402 |
| AUM | $1.4 B (2025-07-22) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Phone | 804-285-7333 |
| Address | 6806 Paragon Pl, Ste 230 Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000887402 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Broadcom Inc | 45.7 | |
| Oracle Corp | 37.5 | |
| Microsoft Corp | 35.5 | |
| International Business Machines Corp | 33.3 | |
| Apple Inc | 33.1 | |
| United Technologies Corp /DE/ | 29.2 | |
| AT&T Inc | 29.1 | |
| Eaton Corp Ltd | 28.6 | |
| VISA Inc | 28.5 | |
| Entergy Corp /DE/ | 28.2 | |
| Cintas Corp | 27.1 | |
| Royal Bank of Canada | 26.3 | |
| Costco Wholesale Corp /NEW | 26.1 | |
| Stryker Corp | 26.1 | |
| Toronto Dominion Bank | 25.3 | |
| Fastenal Co | 24.7 | |
| BlackRock Inc | 24.4 | |
| Corning Inc /NY | 24.4 | |
| Duke Energy Corp | 24.1 | |
| Coca Cola Co | 24.1 | |
| Novartis AG | 23.8 | |
| Paychex Inc | 23.1 | |
| State Street Corp | 22.9 | |
| Alliant Energy Corp | 22.6 | |
| Home Depot Inc | 22.6 | |
| PNC Financial Services Group Inc | 22.3 | |
| Dominion Resources Inc /VA/ | 21.6 | |
| Medtronic Holdings Ltd | 21.3 | |
| BB&T Corp | 20.8 | |
| Amgen Inc | 20.3 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 143.0 |
| (b) Individuals (high net worth individuals) | 444 | 1,088.2 |
| (c) Banking or thrift institutions | 23 | 38.2 |
| (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 | 40 | 33.2 |
| (h) Charitable organizations | 9 | 21.4 |
| (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 | 73.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,787 | 1,396.8 |
| By Discretionary | ||
| Discretionary | 1,766 | 1,382.5 |
| Non-Discretionary | 21 | 14.3 |
| Total | 1,787 | 1,396.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,396.8 | |
| Total | 1,787 | 1,396.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000887402] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charter Oak Capital Management LLC
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NH | 1.4 |
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Ciccarelli Advisory Services Inc
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FL | 1.4 |
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Novem Group
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NY | 1.4 |
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Scarborough Advisors LLC
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MD | 1.4 |
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Alpen Partners International AG
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1.4 | |
|
SPC Financial Inc
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MD | 1.4 |
|
Abound Wealth Management LLC
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TN | 1.4 |
|
Moloney Securities Asset Management LLC
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|
MO | 1.4 |
|
Personal CFO Solutions LLC
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NJ | 1.4 |
|
First National Advisors LLC
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|
MA | 1.4 |