About this Advisor
Robin Godwin is a financial advisor based out of Montgomery, Alabama, who has 23 years in the industry. Godwin is on the advisory team at Captrust. Throughout their career, they have worked at Welch Hornsby & Welch, Inc and Capfinancial Partners, LLC. (Captrust). Godwin has a Series 63 license, designating them as a securities agent, and can operate in Alabama and Texas. Captrust is a financial advisory company based in Montgomery, Alabama. The investment advisory business has offices in 34 locations and a total of 624 employees. It controls $389 billion in assets under management between its 26,410 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 103 charities and foundations. Of its 26,410 customer accounts, 27% belong to high-net-worth clients who have at least $1 million in investable assets. Captrust offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees typically depend on which service is offered. However, fee types billed by Captrust can consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Robin Godwin Work History
Robin has 23 years of experience.
Capfinancial Partners, LLC. (Captrust)
Welch Hornsby & Welch, Inc
Robin Godwin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Captrust