{
  "crd_number": 124288,
  "slug": "191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288",
  "primary_business_name": "191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT",
  "legal_name": "191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT",
  "dbas": [],
  "city": "Wyckoff",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 150085275.0,
  "raum_discretionary": 150085275.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7651989.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 45792730.0,
      "count": 275
    },
    "pension_profit_sharing": {
      "raum": 5348236.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 59251949.0,
      "count": 3,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 32040371.0,
      "count": 29
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124288",
  "city_as_filed": "WYCKOFF",
  "url": "https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288",
  "display_name": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management",
  "summary": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management is an SEC-registered investment advisory firm in Wyckoff, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. 191 Godwin Associates, Inc. D/B/A Godwin Capital Management (CRD 124288): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is 191 Godwin Associates, Inc. D/B/A Godwin Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 191 Godwin Associates, Inc. D/B/A Godwin Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does 191 Godwin Associates, Inc. D/B/A Godwin Capital Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 states: Up to $200,000: 1% a year; $200,001 to $500,000: 0.75% a year; $500,001 to $750,000: 0.7% a year; Above $750,001: 0.65% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 191 Godwin Associates, Inc. D/B/A Godwin Capital Management located?",
      "a": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management's principal office is in Wyckoff, NJ, according to its Form ADV."
    },
    {
      "q": "Is 191 Godwin Associates, Inc. D/B/A Godwin Capital Management registered with the SEC or a state?",
      "a": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 124288."
    },
    {
      "q": "How much does 191 Godwin Associates, Inc. D/B/A Godwin Capital Management manage?",
      "a": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management reports $150,085,275 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have 191 Godwin Associates, Inc. D/B/A Godwin Capital Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for 191 Godwin Associates, Inc. D/B/A Godwin Capital Management: Regulatory assets under management: $126,827,000 in the October 2022 data and $150,085,275 in the October 2026 data, up 18%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 191 Godwin Associates, Inc. D/B/A Godwin Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (275); corporations or other businesses not listed above (29); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does 191 Godwin Associates, Inc. D/B/A Godwin Capital Management use?",
      "a": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 191 Godwin Associates, Inc. D/B/A Godwin Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124288"
    },
    {
      "q": "Does 191 Godwin Associates, Inc. D/B/A Godwin Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 says: \"There is no account minimum for any of GWC ’s services.\""
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 126827000.0,
      "total_employees": 2,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 136098293.0,
      "total_employees": 2,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 145990533.0,
      "total_employees": 2,
      "filing_date": "2024-01-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 155902242.0,
      "total_employees": 2,
      "filing_date": "2025-02-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 150085275.0,
      "total_employees": 2,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $200,000",
        "rate": "1%"
      },
      {
        "band": "$200,001 to $500,000",
        "rate": "0.75%"
      },
      {
        "band": "$500,001 to $750,000",
        "rate": "0.7%"
      },
      {
        "band": "Above $750,001",
        "rate": "0.65%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $200,000: 1% a year",
          "$200,001 to $500,000: 0.75% a year",
          "$500,001 to $750,000: 0.7% a year",
          "Above $750,001: 0.65% a year"
        ],
        "quotes": [
          "Total Assets Under Management Annual Fees \n$0 - $200,000 1.00% \n$200,001 - $500,000 0.75% \n$500,001 - $750,000 0.70%",
          "Total Assets Under Management Annual Fees \n$750,001 - AND UP 0.65%",
          "These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of GWC ’s services."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 200000.0,
          "rate_pct": 1.0
        },
        {
          "min": 200001.0,
          "max": 500000.0,
          "rate_pct": 0.75
        },
        {
          "min": 500001.0,
          "max": 750000.0,
          "rate_pct": 0.7
        },
        {
          "min": 750001.0,
          "max": null,
          "rate_pct": 0.65
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Total Assets Under Management Annual Fees \n$0 - $200,000 1.00% \n$200,001 - $500,000 0.75% \n$500,001 - $750,000 0.70%",
      "Total Assets Under Management Annual Fees \n$750,001 - AND UP 0.65%",
      "These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.",
      "There is no account minimum for any of GWC ’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 275,
      "fewer_than_5": false,
      "raum": 45792730.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 59251949.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5348236.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 7651989.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 29,
      "fewer_than_5": false,
      "raum": 32040371.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124288",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}