Advisor at Headwaters Capital
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Firm
Headwaters Capital
Location
Atlanta, GA 30339
Credentials
CFA®, Series 63
Industry experience
5 years
Christopher Godfrey is a CFA® charterholder and Series 63 licensee based in Atlanta, GA, with five years of industry experience. He has worked at Headwaters Capital Management, LLC since 2020 and previously at Invesco US from 2013 to 2019. Headwaters Capital Management is a single-advisor, discretionary investment adviser serving individuals, high-net-worth individuals, family offices, foundations, trusts, and business entities. The firm uses fundamental equity analysis to build concentrated portfolios of small- and mid-cap stocks and ETFs, focusing on long-term holdings and maintaining high market exposure.
$0+: 1.25% annually (non-qualified clients) $0+: 0.75% annually (qualified clients)
20% of net profits exceeding the Russell Midcap Index total return rate, assessed annually and on withdrawals, for qualified clients as defined by SEC Rule 205-3.
Account minimum: $250,000 Fee-only: Management fee based on assets under management; no commissions charged.
3225 Cumberland Blvd, Suite 100
Atlanta, GA 30339
Georgia · Texas
Headwaters Capital Management, LLC
2020 - Present (6 years)
Unemployed
2019 - 2020 (1 year)
Invesco US
2013 - 2019 (6 years)
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