# Goodman Asset Management, Inc.

> Goodman Asset Management, Inc. is a state-registered investment advisory firm in Framingham, MA, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 4, 2025.

- CRD: 128643
- Filed as: GOODMAN ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Framingham, MA
- Filing period: October 2026
- Form ADV filing dated: December 4, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128643
- AdvisorCensus page: https://advisorcensus.com/firm/goodman-asset-management-inc-framingham-ma-128643

## Quick answers

**How is Goodman Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Goodman Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Goodman Asset Management, Inc. located?**
Goodman Asset Management, Inc.'s principal office is in Framingham, MA, according to its Form ADV.

**Is Goodman Asset Management, Inc. registered with the SEC or a state?**
Goodman Asset Management, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 128643.

**How much does Goodman Asset Management, Inc. manage?**
Goodman Asset Management, Inc. reports $33,590,766 in regulatory assets under management in its Form ADV filing dated December 4, 2025 (0% discretionary).

**What types of clients does Goodman Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (8).

**Does Goodman Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128643

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,590,766
- Discretionary: $0
- Non-discretionary: $33,590,766

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,666,438 |
| High net worth individuals | 8 | $27,924,328 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goodman Asset Management, Inc. (CRD 128643): Form ADV filing data as of October 2026.