9AT: 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

Adviser Profile

As of Date	02/10/2026
Registration	SEC, Approved, 08/15/2022
Other registrations (1)	New Jersey, Terminated, 09/30/2022
ADV Location	WYCKOFF, NJ, United States
Contact Info	201 xxxxxxx

AUM^*	150,085,275 3%
of that, discretionary	150,085,275 3%
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	477,979 -29%
% High Net Worth	0.94% -87%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser REAGAN COMPANIES ASSET MANAGEMENT, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser IMZ ADVISORY INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM452.7m	#Funds-
Adviser DT INVESTMENT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser PROSPERITY ROAD, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM172.3m	#Funds-
Adviser INVESTOR'S ADVANTAGE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM98.7m	#Funds-
Adviser AOG WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM341.3m	#Funds-
Adviser FORTRESS PRIVATE LEDGER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM584.0m	#Funds-
Adviser PRATO CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM224.6m	#Funds-
Adviser ORCA WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM224.4m	#Funds-
Adviser PETERSEN HASTINGS WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm 191 Godwin Associates, Inc. (hereinafter “GWC”) provides portfolio management to clients under this wrap fee program as sponsor and portfolio manager. Total Assets Under Management Annual Fee $0 - $200,000 1.00% $200,001 - $500,000 0.75% $500,001 - $750,000 0.70% $750,001 - AND UP 0.65% These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement. Fees will be invoiced and billed directly to the client, payable on a basis. Fees are paid in arrears. GWC uses an average of the daily balance in the client’s account throughout the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. Clients may terminate the agreement without penalty, for full refund of GWC ’s fees, within five business days of signing the Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract generally with 1 days written notice. B. Contribution Cost Factors The program may cost the client more or less than purchasing such services separately. There are several factors that bear upon the relative cost of the program, including the trading activity in the client’s account, the adviser’s ability to aggregate trades, and the cost of the services if provided separately (which in turn depends on the prices and specific services offered by different providers).

C. Additional Fees GWC will wrap third party fees (i.e., custodian fees, brokerage fees, mutual fund fees, transaction fees, etc.) for wrap fee portfolio management accounts. GWC will charge clients one fee and pay all transaction fees using the fee collected from the client. Accounts participating in the wrap fee program are not charged higher advisory fees based on trading activity, but clients should be aware that GWC has an incentive to limit trading activities for those accounts since the firm absorbs those transaction costs. Certain other fees are not included in the wrap fee and are paid for separately by the client. These include, but are not limited to, margin costs, charges imposed directly by a mutual fund or exchange traded fund, fees associated with “step out” transactions if the account uses different custodians or broker-dealers, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. D. Compensation of Client Participation Neither GWC, nor any representatives of GWC receive any additional compensation beyond advisory fees for the participation of client’s in the wrap fee program. However, compensation received may be more than what would have been received if client paid separately for investment advice, brokerage, and other services. Therefore, GWC may have a financial incentive to recommend the wrap fee program to clients.

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT