GOOGINS ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $501.0M |
| Discretionary | $501.0M100% of AUM |
| Client Accounts | 1,687 |
| Avg Account Size | $297K |
| Employees | 8 |
| Peak AUM | $501.0MSep 2025 |
| AUM CAGR | +16.7% /yrover 18 yrs · 53 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $501M | +16.8% | +13.2% | +13.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $501.0M |
| Discretionary | $501.0M |
| Employees | 8 |
| Client Accounts | 1687 |
| Client Range | 0 |
Contact & Location
Address
6417 UNIVERSITY AVENUE
MIDDLETON WI 53562
Phone
608 514-1044
Filing History
53 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$501M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-DealerBanking Institution