Goodman Financial Corporation

Goodman Financial Corporation provides discretionary investment management and a range of financial advisory services to individuals (including high‑net‑worth clients), trusts, foundations, corporations, and retirement plans. The firm manages roughly $916 million in client assets across about 274 client relationships and typically requires a $1,000,000 minimum to begin a managed-account relationship.

The firm relies on a bottom‑up fundamental research process overseen by an investment committee to construct customized portfolios of individual equities and fixed‑income securities, with asset allocation and diversification tailored to each client’s goals and risk tolerance. Goodman generally avoids mutual funds in favor of direct holdings to seek tax efficiency, and it typically plans to hold bonds to maturity when appropriate.

Notably, Goodman’s brochure discloses that its marketing materials have included hypothetical performance illustrations and client testimonials, practices that are relatively uncommon among multi‑team peers. The firm also describes itself as fee‑only and focused on individualized security selection rather than selling packaged products, and it uses third‑party custodial platforms and proxy‑voting services to support its investment operations.