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| Matthew Goff Investment Advisor LLC
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|---|---|
| CRD # | 114796 |
| SEC # | 801-62129 |
| CIK # | 0000935359 |
| AUM | 674.4 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 713-850-8900 |
| Address | 11 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 41.3 | ||
| Microsoft Corp | 40.9 | ||
| Bank of America Corp /DE/ | 26.3 | ||
| Intel Corp | 23.2 | ||
| Visa Inc | 22.5 | ||
| American Express Co | 16.7 | ||
| Merck & Co Inc | 14.8 | ||
| United Technologies Corp /DE/ | 13.5 | ||
| Novartis AG | 13.0 | ||
| GE Vernova Inc | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 32.8 |
| (b) Individuals (high net worth individuals) | 142 | 634.2 |
| (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 | 2 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 0.4 |
| Total | 646 | 674.4 |
| By Discretionary | ||
| Discretionary | 644 | 669.4 |
| Non-Discretionary | 2 | 5.0 |
| Total | 646 | 674.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 674.4 | |
| United States Persons | 0.0 | |
| Total | 646 | 674.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000935359] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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|---|---|---|
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