$915.9M Total AUM
$912.5M Disc. AUM
13.9% 3Y CAGR
26 Employees
288 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Bridge matrixOak alpha +more
- Established Date
- 03-09-1998
- Office Locations
- 1
Office Locations
5177 Richmond AVE Suite 700 Houston TX
About Goodman Financial Corporation
Goodman Financial Corporation is a Houston-based RIA. The firm has been operating for 28 years. Managing $915.9M in total assets under management, with 16 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
43 AVG AGE
$57.2M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
5.7 yrs AVG TENURE
26 Employees
16 Advisory Reps
15 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Element quantum Wave ridge
Client Personas
Vertex Atlas catalyst
Custodian
Focus Foundation Element Optima Vital Optima catalyst North Value north Pioneer Ridge alpha Insight timber
Investment Themes
Delta harbor Frontier Ridge
Investment Vehicles
Glacier
Platform
Summit signal Beacon catalyst Capital
Services
Ridge catalyst Momentum Vital Foundation radial Radial timber Ember insight Bridge Foundation wave Oak radial Momentum Quantum
Technology
Prime summit Ridge value Glacier summit Timber
Owner & Executives
STEVEN ROBERT GOODMAN
President
- CRD
- #1737282
- Ownership
- 75% or more
(537) 877-8288
bridge.catalyst@vertexcapital.com
in linkedin.com/in/element-zenith
WADE DYRON EGMON
Financial Advisor, General Partner, SENIOR FINANCIAL ADVISOR
- CRD
- #5483311
- Ownership
- 5% but less than 10%
(534) 232-8579
pathway.timber@embercapital.com
in linkedin.com/in/north-fusion
W
Wave catalyst
Radial momentum
- CRD
- #73023
- Ownership
- 5.9%
(688) 581-1577
oak.alpha@pioneercapital.com
in linkedin.com/in/vector-summit
Showing 2 of 6 owners & executives
Unlock allContacts
A
Austin Mitchell Buchala
--
- CRD
- #8090925
(641) 572-8827
prime.frontier@pioneercapital.com
in linkedin.com/in/wave-momentum
Antonio Felipe Castillo
Associate Advisor
- CRD
- #7354907
(894) 511-5100
vital.signal@momentumcapital.com
in linkedin.com/in/legacy-value
P
Peak zenith
Unison ember
- CRD
- #17216
(862) 987-7985
element.optima@pathwaycapital.com
in linkedin.com/in/element-matrix
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $912,532,031 | $1,003,886 |
| Non-Discretionary | $3,400,731 | $850,183 |
| Total | $915,932,762 | $1,003,212 |
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Separately Managed Accounts
Total SMA Asset: $915,932,762
Equity - Exchange:
10.2% Corporate - Investment Grade:
20.5% Public Funds:
23.6% Cash:
9.0% U.S. Government/Agency:
12.6% Corporate - Non-Investment Grade:
17.6% Other:
6.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $372,439,767 | 10.2% |
| Corporate - Investment Grade | $748,530,904 | 20.5% |
| Public Funds | $861,723,383 | 23.6% |
| Cash | $328,623,324 | 9.0% |
| U.S. Government/Agency | $460,072,653 | 12.6% |
| Corporate - Non-Investment Grade | $642,641,167 | 17.6% |
| Other | $237,339,067 | 6.5% |
| Total | $3,651,370,265 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM BRIDGE | FUSION VITAL | CALS6VMPD | TDPPU | 8.58% | $93,190,143 |
| PRIME PRIME NORTH | PIONEER FUSION | Q280C9IWB | ZJJLA | 2.98% | $118,544,585 |
| LEGACY WAVE | FRONTIER ELEMENT | HMVER7Z9W | GNDH | 12.56% | $36,981,954 |
| MOMENTUM PIONEER | PEAK VALUE | QTYYYPCK0 | VSK | 6.96% | $113,417,310 |
| FOCUS GLACIER RIDGE | FRONTIER VITAL | SKCDI87JG | DBDQS | 8.56% | $110,934,928 |
| RIDGE LEGACY | VALUE GLACIER | FO5HKP8Z5 | ZFCVF | 11.71% | $100,678,616 |
| PEAK ALPHA FRONTIER | ELEMENT EMBER | 8TM7NW1VQ | ZNHFF | 6.60% | $85,801,874 |
| ELEMENT NORTH FRONTIER | FRONTIER RIDGE | V27UW06HF | KTZLE | 9.07% | $105,322,016 |