Godsey & Gibb provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Godsey & Gibb reports 831 clients. They include 440 high-net-worth individuals, 307 individual clients, and 38 pension and profit-sharing plans. Of its assets, 99.4% ($1.55B across 1,860 accounts) are managed with discretion; $9.99M across 16 accounts are not. A wrap fee program the firm both sponsors and manages holds $30.4M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 11% |
| High-net-worth individuals | 53% | 76% |
| Banking or thrift institutions | 3% | 3% |
| Pension and profit-sharing plans | 5% | 2% |
| Charitable organizations | 1% | 1% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | 2% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 307 | $172M | 11.0% | $560K |
| High-net-worth individuals | 440 | $1.19B | 76.2% | $2.7M |
| Banking or thrift institutions | 23 | $40.4M | 2.6% | $1.76M |
| Pension and profit-sharing plans | 38 | $36.9M | 2.4% | $972K |
| Charitable organizations | 9 | $23.4M | 1.5% | $2.6M |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 14 | $99.4M | 6.4% | $7.1M |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 831 | $1.56B | 100% | — |
- Clients
- 307
- Regulatory AUM
- $172M
- AUM share
- 11.0%
- Avg. per client
- $560K
- Clients
- 440
- Regulatory AUM
- $1.19B
- AUM share
- 76.2%
- Avg. per client
- $2.7M
- Clients
- 23
- Regulatory AUM
- $40.4M
- AUM share
- 2.6%
- Avg. per client
- $1.76M
- Clients
- 38
- Regulatory AUM
- $36.9M
- AUM share
- 2.4%
- Avg. per client
- $972K
- Clients
- 9
- Regulatory AUM
- $23.4M
- AUM share
- 1.5%
- Avg. per client
- $2.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $99.4M
- AUM share
- 6.4%
- Avg. per client
- $7.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 831
- Regulatory AUM
- $1.56B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Godsey & Gibb charges 0.50%–1.00% a year for its Individual Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Ongoing planning is a fixed fee of $300 to $850 a month ($3,600 to $10,000 a year) or $375 to $1,500 a quarter, by model. Project plans typically cost $3,600 to $10,000.
- Tax Preparation
- Tax preparation is billed at $200 per hour, with an $800 minimum per tax return. Complex engagements may cost more.
The Gibb Family Stock Trust owns 50% to 75% of Godsey & Gibb. The leadership team of Godsey & Gibb includes President Michael Gibb, Chief Investment Officer Jeanmarie McGowan and Chief Financial Officer Marc Verdi. It has 23 employees, 13 of them in advisory roles.
Leadership
- Michael GibbTrustee / President/CEO
- Ephraim UlmerVice President/Secretary/Trustee
- Marc VerdiChief Financial Officer
- Brittany ZornChief Compliance Officer
- Jeanmarie McGowanChief Investment Officer
- Danny SavageManaging Director
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
- Zachary Agenbroad
- Peter Kenneth Braden
- Kyle Michael Fischer
- Michael Reilly Gibb
- Christopher Maxwell Leslie
- Maya Lindsey
- Zahraa Maksoud
- Jeanmarie McGowan
- Emil Joaquin Pichardo
- Kevin David Riley
- Danny Lee Savage
- Cole Shugart
- Ephraim Ulmer
- Marc Anthony Verdi
Staff
- 23 employees
- 13 in advisory functions
- 13 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Godsey & Gibb Inc
The Gibb Family Stock Trust
since January 2014
- Owns 25% to 50% of Godsey & Gibb Inc
Michael Gibb
Control person · since January 2020
- Owns 5% to 10% of Godsey & Gibb Inc
Danny Savage
since August 2014
Godsey & Gibb’s regulatory assets grew from $1.07B (March 2021) to $1.56B (May 2026); clients rose from 777 to 831 and employees were 23 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.56B | 831 | 23 | 5 |
| July 2025 | $1.4B | 807 | 24 | 4 |
| March 2024 | $1.25B | 799 | 25 | 2 |
| July 2023 | $1.16B | 764 | 25 | 2 |
| July 2022 | $1.2B | 755 | 24 | 3 |
| March 2021 | $1.07B | 777 | 22 | 3 |
Besides its headquarters, Godsey & Gibb has 4 offices (1 private residence, listed without an address), with 4 listed addresses across 4 states.
Arizona · 1 listed address
- 3100 West Ray Road, Suite 201, Chandler
Florida · 1 listed address
- 822 Jimmy Buffett Memorial Hwy, Suite 310, Ponte Vedra Beach
South Carolina · 1 listed address
- 40 West Broad Street, Suite 350, Greenville
Virginia · 1 listed address
- 6806 Paragon PL, Ste 230, RichmondHQ
Other business names
Godsey & Gibb has reported 1 other business name to the SEC.
- Planned Ahead by Godsey & Gibb Wealth Management
Contact and registration details
- Legal name
- Godsey & Gibb Inc
- Headquarters
- 6806 Paragon PL, Ste 230, Richmond, VA 23230
- Website
- godseyandgibb.com
- Phone
- 804-285-7333
- @godseyandgibb-wealth-management
- SEC file
- 801-23685
- Founded
- 1985
- Structure
- Virginia corporation
- Fiscal year end
- December
Godsey & Gibb uses Charles Schwab ($1.34B) as custodian for its separately managed accounts. Godsey & Gibb has custody of $275M in client assets for 187 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.34B100%
At year end, Godsey & Gibb’s separately managed accounts were mostly in stocks (72%) and bonds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.22B across 383 positions; the largest are Corning Inc. (4.3%), Apple Inc. (3.6%) and Broadcom Inc. (3.6%).
What the accounts hold
- Stocks72%
- Funds2%
- Bonds21%
- Cash5%
Reported 13F holdings
- $1.22B
- Reported 13F value
- 383
- Positions
- 29.9%
- In the 10 largest
- +6.2%
- Value vs. prior quarter
- Corning Inc.4.3%
- Apple Inc.3.6%
- Broadcom Inc.3.6%
- Royal BK Cda2.9%
- Toronto Dominion BK Ont2.7%
- Rtx Corporation2.7%
- Eaton Corp. PLC2.7%
- State Str Corp.2.6%
- Entergy Corp. New2.4%
- PNC Finl Svcs Group Inc.2.4%
Together, the ten largest are 29.9% of reported value.
How many clients does Godsey & Gibb have?
Godsey & Gibb has 831 clients and manages $1.56 billion for them, as of May 2026. They include 440 high-net-worth individuals, 307 individual clients, and 38 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Godsey & Gibb offer?
Godsey & Gibb provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Godsey & Gibb charge?
Godsey & Gibb charges 0.50%–1.00% a year for its Individual Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Godsey & Gibb use?
Godsey & Gibb’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.34B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Godsey & Gibb have?
Godsey & Gibb has 13 investment adviser representatives registered with state securities authorities, out of 23 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Godsey & Gibb invest in?
At the end of its last fiscal year, Godsey & Gibb’s separately managed accounts held 72% exchange-traded equities, 21% investment grade corporate bonds, 5% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Godsey & Gibb have a minimum investment?
Yes, Godsey & Gibb’s minimum account size for its Individual Portfolio Management is $500K.
Who owns Godsey & Gibb?
Godsey & Gibb’s direct owners are Michael Gibb (25% to 50%), the Gibb Family Stock Trust (50% to 75%) and Danny Savage (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Godsey & Gibb get paid?
Godsey & Gibb is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Godsey & Gibb registered with the SEC?
Yes, Godsey & Gibb has been registered with the SEC as an investment adviser since 5 March 1985. Its CRD number is 105650 and its SEC file number is 801-23685.
Source: Form ADV Part 1A, Item 1, filed 5 May 2026; IAPD firm record
How do I contact Godsey & Gibb?
Godsey & Gibb’s main office is at 6806 Paragon PL, Ste 230, Richmond, VA 23230. Its phone number is 804-285-7333. Its website is godseyandgibb.com.