Goodrich Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,107,188
Total clients
7
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$443,884
About
Goodrich Asset Management LLC advises individual and high‑net‑worth clients through discretionary asset management and hourly financial consulting. The firm constructs individualized portfolios using individual stocks, bonds, mutual funds and ETFs and provides portfolio evaluations and implementation guidance.
The firm’s investment process blends fundamental, technical and cyclical analysis and employs a range of strategies from long‑term holdings to short‑term trading, including short sales, inverse ETFs and options when appropriate. Accounts are monitored at least quarterly and managed on a discretionary basis, with client‑requested restrictions on holdings handled only on a case‑by‑case basis.
Noteworthy features include a recent material amendment to the firm’s Form ADV that updated its regulatory assets under management and fee disclosures, and a relatively small asset base (about $3.1 million across a limited number of client relationships). Goodrich routes custody and execution through an introducing broker/custodian arrangement (Trade‑PMR) and maintains formal personal‑trading controls and a Code of Ethics.
Client services
Portfolio management
Financial consulting
Expertise
Active portfolio management
Fee options
$0 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.50% Over $5,000,001+: 1.25%
$250 per hour for financial consulting
Account minimum: $250,000
Main office location
Goodrich Asset Management LLC
Newark OH, United States
Number of offices
1
Most active in
Goodrich Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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.
Forms ADV
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