Godshalk Welsh Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$283,793,815
Clients
110
65% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
110
Very HighAverage account size
$2,579,944
About
Godshalk Welsh Capital Management, Inc. provides discretionary investment advisory services and standalone financial planning and consulting to individuals (including high net worth clients), pension and profit-sharing plans, and charitable organizations. Services are offered on a fee-only basis and documented by an Asset Management Agreement or a separate Financial Planning and Consulting Agreement.
The firm customizes portfolios across exchange-listed securities, OTC issues, mutual funds (including transferred positions in Dimensional Fund Advisors funds), municipal and corporate debt, ETFs, U.S. government securities, REITs and certificates of deposit, and provides ongoing monitoring and rebalancing. Accounts are generally managed on a discretionary basis, custodians such as Charles Schwab are typically recommended, and advisory fees are billed quarterly as a percentage of assets under management.
Noteworthy for its scale relative to its adviser count, the firm reports about $290.5 million in discretionary assets under management for a single-adviser practice, a staffing and AUM profile that is uncommon among peers. The brochure also emphasizes several policy distinctions: the firm does not recommend cryptocurrencies (but can advise on proxy exposures), will only pursue ESG mandates at a client’s direction, accepts certain transferred mutual fund positions with applicable restrictions, and provides detailed disclosure and guidance regarding margin and pledged-asset borrowing risks.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
General tax planning
Fee options
Financial planning and consulting services charged between $1,000 and $5,000 on a fixed fee basis (negotiable)
Between 0.50% and 1.00%, negotiable based on various factors
Financial planning and consulting services billed at $200 per hour (negotiable)
Minimum fee: Minimum quarterly fee may be required in limited circumstances as referenced in the Asset Management Agreement Fee-only: Investment advisory services are provided on a fee-only basis; no commissions accepted
Main office location
Godshalk Welsh Capital Management, Inc.
170 N. Radnor Chester Rd, Suite 100
Radnor PA 19087-5221, United States
Number of offices
1
Most active in
Godshalk Welsh Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · Delaware · Florida · New Jersey · New York · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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