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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-18-1991
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 26, 2026, reported AUM increased 5.4%, from $275.5M to $290.5M.
Across 5 reported observations, AUM increased 3.4% between April 21, 2022 and March 26, 2026, from $281.1M to $290.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 110 clients, or 110 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Godshalk Welsh Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW WILLIAM WELSH
Chief Compliance Officer, President
- CRD
- #2187819
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Godshalk Welsh Capital Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Godshalk Welsh Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.