Robin Godwin, financial advisor Montgomery AL

Robin Godwin

CRD Number: 2998493
Current Firm: Captrust

Robin Godwin (CRD# 2998493) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Partners, Llc. (captrust) Raleigh, NC Feb 2020 - Current 4
Welch Hornsby & Welch, Inc. Montgomery, AL Nov 1997 - Feb 2020 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Robin A. Godwin
Phone Number: 919-870-6822
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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