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Matthew B. Goff, Registered Investment Advisor (Houston)


Matthew B. Goff, Registered Investment Advisor is a large advisory firm based in Houston. It manages $158.04 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

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Matthew B. Goff, Registered Investment Advisor provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Matthew B. Goff, Registered Investment Advisor: assets under management

The assets under management (AUM) of Matthew B. Goff, Registered Investment Advisor is $158.04 million. The firm's AUM has grown by 504% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $136.4 million in discretionary accounts and $21.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $457.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $940.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Matthew B. Goff, Registered Investment Advisor for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Matthew B. Goff, Registered Investment Advisor performs its advisory services is located at 11 Greenway Plaza, Houston, TX 77046 The mailing address of the firm is Po Box 22128, Houston, TX 77227 2128. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-850-8900 or by fax 713-728-4884. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.matthewgoff.com.


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