Godwin Capital Group, LLC

Godwin Capital Group, LLC is a registered investment advisor established in April 2021, with Jeffrey Bicksler as the principal owner. The firm specializes in providing wealth management services to high-net-worth individuals, charitable organizations, and family offices, offering both discretionary and non-discretionary portfolio management and asset allocation. Godwin also manages private pooled investment vehicles, focusing on alternative investments and portfolios managed by third-party managers. Clients have the flexibility to request restrictions on investments, and the firm tailors investment advice based on individual financial goals and risk tolerance. For wealth management services, the minimum account size is $2,500,000, while the minimum investment in the Funds managed by Godwin typically ranges from $100,000 to $250,000. Godwin charges a flat annual management fee that does not exceed $275,000 or 0.50% of assets under management. The firm does not participate in wrap fee programs and has assets under management totaling $1,121,862,155 as of December 31, 2024. Godwin acts as the general partner of the Funds and has investment discretion over client accounts, managing investments in accordance with clients' objectives. The firm follows a comprehensive investment strategy involving portfolio allocation, liquidity management, investment selection, and tailored reporting. Godwin discloses potential risks associated with its investment strategies, such as market conditions, catastrophic events, uncertainty regarding investments, and lack of operating history. The firm maintains custody of the Funds' assets and adheres to regulatory requirements regarding financial reporting and custody rules. Clients are provided with regular account reviews and reports, and Godwin has implemented a Code of Ethics to ensure compliance with federal securities laws and fiduciary duties.