SourcingSourcing

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

B61
CRD 106410·SEC 801-39857·RADNOR, PA
AUM
$290.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$871K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD
106410
SEC file #
801-39857
EIN
232649919
DBA names
—

Economics

AUM
$290.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$210.0M → $290.5M▲ +38%
Client mix
Individuals High Net Worth72
Individuals Other38

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/3296442(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WELSH, MATTHEW, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WELSH, MATTHEW, WILLIAM
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:godshalkwelsh.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001631775
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2015-02-06
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001631775-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
170 N. RADNOR CHESTER ROADSUITE 100RADNOR, PA 19087
Business
170 N. RADNOR CHESTER ROADSUITE 100RADNOR, PA 19087
Edgar EIN
232649919
Edgar Recent Filings
13F-HR2026-05-13 · 0001631775-26-000002
13F-HR2026-02-12 · 0001631775-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2187819
Trust Company Affiliate
No

People (1)

1
WELSH, MATTHEW, WILLIAM
IAR · Direct Owner · 87.5%
2187819