Googins Advisors, Inc.
● SEC registered since 2007CRD 13985SEC# 801-68432Middleton, WI
Reg. AUM
$565.5M
Employees
8
Accounts
1,667
Location
Middleton, WI
About Googins Advisors
Googins Advisors is a registered investment adviser offering asset and wealth management with planning across retirement, lifestyle, college, small business, insurance, estate, and tax needs. It invites new and switching clients to choose a path toward their financial goals.
Summary based on the firm’s website.
Googins Advisors, Inc. assets under management
Googins Advisors, Inc. is an investment advisory firm registered with the SEC based in Middleton, WI. The firm has been registered since 2007. It reports $565.5 million in regulatory assets under management and employs 8 people.
Googins Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Louise Paulson Googins Control | President, Treasurer | Over 75% | 1984 |
| Richard Hubbard Martin Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Googins Advisors, Inc. manage?
Googins Advisors, Inc. reports $565.5 million in regulatory assets under management on its Form ADV.
How many employees does Googins Advisors, Inc. have?
Googins Advisors, Inc. reports 8 employees.
Where is Googins Advisors, Inc. located?
Googins Advisors, Inc. is based in Middleton, WI and has been SEC-registered since 2007.
Does Googins Advisors, Inc. disclose fund performance?
Googins Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6417 University Avenue, Middleton, WI 53562 |
| Phone | 608 514-1044 |
| Fax | 608 836-3328 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$565.5M▲ 13%
Sep '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$565.5Mregulatory AUM
Discretionary $565.5M