{"url":"https://nivawealth.com/firms/lafleur-and-godfrey-168831","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168831","regulatoryAum":1016437853,"crd":"168831","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6530776","suffix":null,"lastName":"FALCONER","firstName":"ZACHARY","middleName":"THOMAS"},{"crd":"2193291","suffix":null,"lastName":"KOCZARA","firstName":"JOHN","middleName":"KENNETH"},{"crd":"7694502","suffix":null,"lastName":"MADHANAGOPAL","firstName":"SAHANA","middleName":null},{"crd":"5839361","suffix":null,"lastName":"MEYERS","firstName":"ANDREW","middleName":"PETER"},{"crd":"4944968","suffix":null,"lastName":"RITSEMA","firstName":"AARON","middleName":"M"},{"crd":"1424935","suffix":null,"lastName":"VANTIMMEREN","firstName":"DANIEL","middleName":"SCOTT"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-26","regulatoryAum":614913410,"clients":339,"employees":4,"offices":2},{"filedOn":"2022-03-15","regulatoryAum":906912218,"clients":507,"employees":4,"offices":2},{"filedOn":"2023-08-03","regulatoryAum":725255158,"clients":478,"employees":5,"offices":2},{"filedOn":"2024-05-22","regulatoryAum":870037039,"clients":482,"employees":6,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":927418738,"clients":488,"employees":6,"offices":1},{"filedOn":"2026-07-09","regulatoryAum":1016437853,"clients":498,"employees":7,"offices":2}],"acquisitions":[{"date":"2021-05-01","datePrecision":"day","name":"Investment Counsel","crd":"105944","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/105944"}],"secFileNumber":"801-78536","legalName":"Lafleur & Godfrey LLC","displayName":"LaFleur & Godfrey","slug":"lafleur-and-godfrey-168831","website":"https://lafleurgodfrey.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"HTTPS://WWW.LINKEDIN.COM/company/lafleur-godfrey/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"625 Kenmoor Ave Se, Suite 209","city":"Grand Rapids","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49546"},"tradeNames":[],"registration":{"secApproved":"1 August 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2010003.6054279748,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1016437853,"discretionary":1016437853,"discretionaryAccounts":853,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":160,"regulatoryAum":52730062},{"label":"High-net-worth individuals","clients":319,"regulatoryAum":910061665},{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":21776858},{"label":"Charitable organizations","clients":10,"regulatoryAum":31662967},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":206301}],"feePrograms":[{"role":"main","program":"Investment management","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.85,"from":1000000},{"to":5000000,"pct":0.75,"from":2000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050895","versionId":1050895,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-07-07","documentName":"LAFLEUR & GODFREY LLC ADV BROCHURE PART 2A - 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LaFleur & Godfrey offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LaFleur & Godfrey charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LaFleur & Godfrey use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LaFleur & Godfrey have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LaFleur & Godfrey invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LaFleur & Godfrey?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LaFleur & Godfrey get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is LaFleur & Godfrey registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact LaFleur & Godfrey?","answer":"LaFleur & Godfrey’s main office is at 625 Kenmoor Ave Se, Suite 209, Grand Rapids, MI 49546. Its phone number is 616-942-1580. 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