Wealth manager, independent · Richmond, VA
Godsey & Gibb Wealth Management
Godsey & Gibb Inc · SEC-registered investment adviser · CRD 105650 · SEC 801-23685
At a glance
Godsey & Gibb Wealth Management is an SEC-registered investment adviser based in Richmond, Virginia, with $1.6B in regulatory assets under management as of its Form ADV filed May 5, 2026. It reports 747 individual clients, 440 of them high-net-worth, holding an average of about $1.8 million each, and 23 employees. That ranks it 695th among the nation’s 5,657 independent wealth management RIAs and 17th of 151 in Virginia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 804-285-7333godseyandgibb.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #695 of 5,657
- Rank among all SEC RIAs
- #4,165 of 17,210
- Rank in Virginia
- #17 of 151
- Individual clients
- 747
- High-net-worth clients
- 440
- Accounts
- 1,876
- Discretionary
- 99% of AUM
- Employees
- 23
- Advisory staff
- 13
- Offices
- 5
Owners and executives on its Form ADV
- Ephraim UlmerVice President/secretary/trustee
- Michael R. GibbTrustee / President/ceo
- Danny L. SavageManaging Director
- Marc A. VerdiChief Financial Officer
- Jeanmarie McGowanChief Investment Officer
- Brittany P. ZornChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Godsey & Gibb Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 440 | $1.2B | 76% |
| Individuals | 307 | $172M | 11% |
| Corporations or other businesses | 14 | $99M | 6% |
| Banking or thrift institutions | 23 | $40M | 3% |
| Pension and profit sharing plans | 38 | $37M | 2% |
| Charitable organizations | 9 | $23M | 1% |
Disciplinary disclosures
Godsey & Gibb Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗godseyandgibb.com ↗
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The full record on Godsey & Gibb Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,452 peers of its type and size
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- 6 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Kanawha Capital Management, LLCRichmond | $1.8B | 560 |
| Azzad Asset Management, Inc.Falls Church | $1.8B | 1,494 |
| The Hoerner Planning Group, LLCMiddleburg | $1.7B | 365 |
| Heartwood Wealth Advisors, LLCRichmond | $1.5B | 566 |
| Activ8 Family Office LLCMcLean | $1.5B | 299 |
| WealthcrossingRichmond | $1.5B | 266 |
Background
Questions
How much does Godsey & Gibb Wealth Management manage?
Godsey & Gibb Wealth Management reports $1.6B in regulatory assets under management across 1,876 accounts, 99% of it on a discretionary basis, on its Form ADV filed May 5, 2026.
How many clients does Godsey & Gibb Wealth Management have?
It reports 747 individual clients: 440 high-net-worth individuals and 307 other individuals. Individuals account for about 87% of its regulatory assets.
Where is Godsey & Gibb Wealth Management headquartered?
Its main office is in Richmond, Virginia. It reports 5 offices in total and 23 employees, 13 of whom perform investment advisory functions.
How does Godsey & Gibb Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Godsey & Gibb Wealth Management use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed May 5, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Godsey & Gibb Wealth Management a hybrid RIA with a broker-dealer?
Godsey & Gibb Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Godsey & Gibb Wealth Management a fiduciary?
As an SEC-registered investment adviser, Godsey & Gibb Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Godsey & Gibb Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →