Godsey & Gibb Inc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 831
- Avg AUM / client
- $1.9M
- Accounts
- 1,876
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $172M | 11.0% |
| High net worth individuals | 440 | $1.2B | 76.2% |
| Banking or thrift institutions | 23 | $40.4M | 2.59% |
| Pension and profit sharing plans | 38 | $36.9M | 2.37% |
| Charitable organizations | 9 | $23.4M | 1.5% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 14 | $99.4M | 6.37% |
| Other | 0 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ephraim Ulmer | Vice President/Secretary/Trustee | Apr 1992 (34y) | Less than 5% | |
| Danny Lee Savage | Managing Director | Apr 2006 (20y) | 5% – 10% | |
| Michael Reilly Gibb | Trustee / President/Ceo | Feb 2012 (14y) | 25% – 50% | |
| Jeanmarie Mcgowan | Chief Investment Officer | CFA | Mar 2014 (12y) | Less than 5% |
| Marc Anthony Verdi | Chief Financial Officer | CFP Personal Financial Specialist | Mar 2014 (12y) | Less than 5% |
| Zorn, Brittany, Paige | Chief Compliance Officer | Dec 2021 (5y) | Less than 5% | |
| Kevin David Riley | Registered representative | Jul 2015 (11y) | ||
| Peter Kenneth Braden | Registered representative | CFP | May 2017 (9y) | |
| Kyle Michael Fischer | Registered representative | CFP | Aug 2019 (7y) | |
| Christopher Maxwell Leslie | Registered representative | CFP | Aug 2022 (4y) | |
| Zahraa Maksoud | Registered representative | Nov 2022 (4y) | ||
| Zachary Agenbroad | Registered representative | Mar 2024 (2y) | ||
| Cole Shugart | Registered representative | Jul 2025 (1y) | ||
| Emil Joaquin Pichardo | Registered representative | CFP | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Gibb Family Stock Trust | Trust | Jan 2014 | A | 50% – 75% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FINANCIAL PLANNING FEES, TAX PREPARATION FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (86% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗