$290.5M Total AUM
$290.5M Disc. AUM
4.8% 3Y CAGR
2 Employees
110 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 09-18-1991
- Office Locations
- 1
Office Locations
170 N. Radnor Chester RD Suite 100 Radnor PA
About Godshalk Welsh Capital Management, Inc.
Godshalk Welsh Capital Management, Inc. is a Radnor-based RIA. The firm has been operating for 34 years. Managing $290.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
54 AVG AGE
$290.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
18.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Oak capital Pioneer frontier Meridian catalyst Summit harbor Peak value
Client Personas
Unison
Custodian
Momentum Momentum
Investment Themes
Capital Bridge Foundation meridian
Investment Vehicles
Matrix Delta meridian
Services
Capital Vital Atlas Atlas frontier Optima crest Meridian
Technology
Quantum oak
Owner & Executives
M
MATTHEW WILLIAM WELSH
Chief Compliance Officer, President
- CRD
- #2187819
- Ownership
- 75% or more
(217) 397-6091
pathway.wave@quantumcapital.com
in linkedin.com/in/crest-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,498,677 | $1,092,100 |
| Non-Discretionary | $0 | -- |
| Total | $290,498,677 | $1,092,100 |
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Separately Managed Accounts
Total SMA Asset: $290,498,677
Equity - Exchange:
9.6% Public Funds:
21.3% Corporate - Investment Grade:
27.8% Cash:
17.2% Municipal Bonds:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $807,883,640 | 9.6% |
| Public Funds | $1,792,491,827 | 21.3% |
| Corporate - Investment Grade | $2,339,496,375 | 27.8% |
| Cash | $1,447,458,189 | 17.2% |
| Municipal Bonds | $2,028,124,557 | 24.1% |
| Total | $8,415,454,588 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE CAPITAL CAPITAL | VECTOR TIMBER | ZTJAKXK3G | GQLGD | 10.82% | $81,574,776 |
| HORIZON CREST | TIMBER CAPITAL | LI9ZWDSIT | PPFYI | 3.39% | $50,976,728 |
| VERTEX MERIDIAN BRIDGE | PRIME DELTA | QOU1L5X49 | HXYFD | 9.73% | $5,238,547 |
| PATHWAY SUMMIT | FOCUS FOUNDATION | HW2NNY4SF | OIZJ | 8.47% | $114,522,862 |
| NORTH FOCUS CREST | HARBOR SUMMIT | PI7O2XKH0 | CZEER | 9.11% | $3,054,538 |
| OPTIMA PATHWAY | RIDGE MOMENTUM | W5AZVBS0K | AEFB | 10.03% | $84,281,528 |
| BRIDGE MERIDIAN EAGLE | OAK EMBER | 6SZ7V9NYP | QYL | 4.87% | $92,839,976 |
| ATLAS FOCUS | PEAK HARBOR | 61Y01Q67R | KZVD | 8.70% | $3,934,406 |