LaFleur & Godfrey provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
LaFleur & Godfrey reports 498 clients. They include 319 high-net-worth individuals, 160 individual clients and 10 charitable organizations. Of its assets, 100.0% ($1.02B across 853 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 5% |
| High-net-worth individuals | 64% | 90% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | 2% | 3% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 160 | $52.7M | 5.2% | $330K |
| High-net-worth individuals | 319 | $910M | 89.5% | $2.85M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 8 | $21.8M | 2.1% | $2.72M |
| Charitable organizations | 10 | $31.7M | 3.1% | $3.17M |
| 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 | Fewer than 5 | $206K | 0.0% | $206K |
| Total | 498 | $1.02B | 100% | — |
- Clients
- 160
- Regulatory AUM
- $52.7M
- AUM share
- 5.2%
- Avg. per client
- $330K
- Clients
- 319
- Regulatory AUM
- $910M
- AUM share
- 89.5%
- Avg. per client
- $2.85M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $21.8M
- AUM share
- 2.1%
- Avg. per client
- $2.72M
- Clients
- 10
- Regulatory AUM
- $31.7M
- AUM share
- 3.1%
- Avg. per client
- $3.17M
- 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
- Fewer than 5
- Regulatory AUM
- $206K
- AUM share
- 0.0%
- Avg. per client
- $206K
Total
- Clients
- 498
- Regulatory AUM
- $1.02B
- 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
- 26–50
LaFleur & Godfrey charges 0.50%–1.00% a year for its Investment management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Stand-alone financial planning
- Stand-alone financial planning has a minimum fixed engagement fee of $1,500, which is negotiable and varies with the complexity of the services.
Focus Operating, LLC owns 75% or more of LaFleur & Godfrey and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of LaFleur & Godfrey includes President John Koczara. It has 7 employees, 6 of them in advisory roles.
Leadership
- John KoczaraCo-President & Secretary
- Daniel VantimmerenCo- President/CFO
- John DiceCOO, CCO
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Zachary Thomas Falconer
- John Kenneth Koczara
- Sahana Madhanagopal
- Andrew Peter Meyers
- Aaron M Ritsema
- Daniel Scott Vantimmeren
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Lafleur & Godfrey LLC
Focus Operating, LLC
Control person · since August 2013
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
LaFleur & Godfrey’s regulatory assets grew 1.7× from $615M (May 2021) to $1.02B (July 2026); clients rose from 339 to 498 and employees from 4 to 7. In 2021, Investment Counsel joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.02B | 498 | 7 | 2 |
| March 2025 | $927M | 488 | 6 | 1 |
| May 2024 | $870M | 482 | 6 | 2 |
| August 2023 | $725M | 478 | 5 | 2 |
| March 2022 | $907M | 507 | 4 | 2 |
| May 2021 | $615M | 339 | 4 | 2 |
Firms that joined
20211 joined
- Investment CounselNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, LaFleur & Godfrey has 1 office (1 private residence, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 625 Kenmoor Ave Se, Suite 209, Grand RapidsHQ
Contact and registration details
- Legal name
- Lafleur & Godfrey LLC
- Headquarters
- 625 Kenmoor Ave Se, Suite 209, Grand Rapids, MI 49546
- Website
- lafleurgodfrey.com
- Phone
- 616-942-1580
- @lafleur-godfrey
- SEC file
- 801-78536
- Structure
- Delaware LLC
- Fiscal year end
- December
LaFleur & Godfrey uses Charles Schwab ($912M) as custodian for its separately managed accounts. LaFleur & Godfrey has custody of $185M in client assets for 122 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $912M100%
At year end, LaFleur & Godfrey’s separately managed accounts were mostly in stocks (80%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $842M across 149 positions; the largest are Apple Inc. (7.0%), Caterpillar Inc. (5.1%) and JPMORGAN Chase & CO (4.8%).
What the accounts hold
- Stocks80%
- Funds5%
- Bonds10%
- Investment grade corporate bonds7%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash5%
Reported 13F holdings
- $842M
- Reported 13F value
- 149
- Positions
- 39.0%
- In the 10 largest
- +4.8%
- Value vs. prior quarter
- Apple Inc.7.0%
- Caterpillar Inc.5.1%
- JPMORGAN Chase & CO4.8%
- Johnson & Johnson3.8%
- Microsoft Corp.3.7%
- Broadcom Inc.3.1%
- Rtx Corporation3.0%
- iShares TR · Fltg Rate NT ETF2.9%
- Woodward Inc.2.8%
- Stryker Corporation2.8%
Together, the ten largest are 39.0% of reported value.
How many clients does LaFleur & Godfrey have?
LaFleur & Godfrey has 498 clients and manages $1.02 billion for them, as of July 2026. They include 319 high-net-worth individuals, 160 individual clients and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does LaFleur & Godfrey offer?
LaFleur & Godfrey provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, divorce planning, education planning, estate planning, insurance, and tax planning.
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 LaFleur & Godfrey charge?
LaFleur & Godfrey charges 0.50%–1.00% a year for its Investment management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: LAFLEUR & GODFREY LLC ADV BROCHURE PART 2A - OTHER THAN ANNUAL, filed 7 July 2026
Which custodians does LaFleur & Godfrey use?
LaFleur & Godfrey’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $912M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does LaFleur & Godfrey have?
LaFleur & Godfrey has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 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 LaFleur & Godfrey invest in?
At the end of its last fiscal year, LaFleur & Godfrey’s separately managed accounts held 80% exchange-traded equities, 7% investment grade corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LaFleur & Godfrey?
LaFleur & Godfrey is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does LaFleur & Godfrey get paid?
LaFleur & Godfrey 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 LaFleur & Godfrey registered with the SEC?
Yes, LaFleur & Godfrey has been registered with the SEC as an investment adviser since 1 August 2013. Its CRD number is 168831 and its SEC file number is 801-78536.
Source: Form ADV Part 1A, Item 1, filed 9 July 2026; IAPD firm record
How do I contact LaFleur & Godfrey?
LaFleur & Godfrey’s main office is at 625 Kenmoor Ave Se, Suite 209, Grand Rapids, MI 49546. Its phone number is 616-942-1580. Its website is lafleurgodfrey.com.