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| Godshalk Welsh Capital Management Inc
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|---|---|
| CRD # | 106410 |
| SEC # | 801-39857 |
| CIK # | 0001631775 |
| AUM | 290.5 M (2026-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-971-0202 |
| Address | 170 N Radnor Chester Rd Radnor, PA 19087-5221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001631775 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.2 | ||
| Microsoft Corp | 7.3 | ||
| Costco Wholesale Corp /NEW | 5.6 | ||
| Alphabet Inc | 5.1 | ||
| Oracle Corp | 4.3 | ||
| Globus Medical Inc | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| American Express Co | 3.2 | ||
| Intuit Inc | 3.2 | ||
| Berkley W R Corp | 3.0 | ||
| Johnson & Johnson | 2.9 | ||
| Cisco Systems Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Chevron Corp | 2.2 | ||
| Bank of America Corp /DE/ | 2.1 | ||
| Procter & Gamble Co | 2.1 | ||
| TJX Companies Inc /DE/ | 2.0 | ||
| Waste Management Inc | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| Corning Inc /NY | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 18.1 |
| (b) Individuals (high net worth individuals) | 72 | 265.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0 | 4.9 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 290.5 |
| By Discretionary | ||
| Discretionary | 266 | 290.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 266 | 290.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.5 | |
| Total | 266 | 290.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631775] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EPIQ Partners LLC
✚
|
MN | 290.9 M |
|
Accretive Wealth Management LLC
✚
|
CA | 290.7 M |
|
Leigh Baldwin & Co LLC
✚
|
NY | 290.6 M |
|
Lockshield Partners Inc
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|
KY | 290.6 M |
|
Birks Financial Corp
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|
VA | 290.6 M |
|
Martin Capital Partners LLC
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|
OR | 290.5 M |
|
M&B Investment Advisors LLC
✚
|
OH | 290.2 M |
|
Fox Hill Wealth Management
✚
|
MA | 290.2 M |
|
Gimbal Financial LLC
✚
|
IN | 290.0 M |
|
Pacific Sun Financial Corp
✚
|
CA | 290.0 M |