CRD: 105650
Godsey & Gibb Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-1985
- Office Locations
- 4
Office Locations
About Godsey & Gibb Wealth Management
Godsey & Gibb Wealth Management is a risk-averse, goal-oriented wealth manager with 35+ years navigating multiple market cycles. The team manages balanced portfolios in-house using hand-selected companies with a long-term “own good companies” approach. They serve multi-generational households (predominantly 50+) and pair investment management with financial planning, retirement, tax planning/prep, estate and charitable strategies, and insurance consulting. Ranked #12 on CNBC’s 2023 FA 100.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL REILLY GIBB
Chief Executive Officer, President
- CRD
- #6017943
- Ownership
- 25% but less than 50%
DANNY LEE SAVAGE
MANAGING DIRECTOR, Partner
- CRD
- #2232727
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Zachary Agenbroad
--
- CRD
- #7871909
PETER KENNETH BRADEN
Wealth Management Advisor
- CRD
- #1637922
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,550,604,194 | $833,658 |
| Non-Discretionary | $9,990,162 | $624,385 |
| Total | $1,560,594,356 | $831,873 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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