Robin
Godwin

Captrust

CRD#2998493
Investment Advisor
in Montgomery, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

One Commerce Street Suite 800
Montgomery, AL 36104

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Captrust Brokerage Details

Total Assets Under Management

$389,150,706,027

AL Average: $3,625,019,099
Total Number of Employees

624

AL Average: 22
Total Number of Accounts

26,410

AL Average: 1,917
Average Account Size

$14,734,976

AL Average: $1,890,985

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2020 - Present (1 year)

Capfinancial Partners, LLC. (Captrust)

1997 - 2020 (23 years)

Welch Hornsby & Welch, Inc

Disclosures

Robin Godwin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Captrust

Christopher Kulick
Doylestown, PA
Robert Burkhart
Tampa, FL
Michael Maresh
Austin, TX
Nicholas Decenso
Raleigh, NC
Sarah Westbrook
Raleigh, NC
Mark Bishop
Montgomery, AL
Adam Beers
Bethlehem, PA
Ryan Lee
Dayton, OH

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started