AdvisorRanked
95
Clean

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

170 N. RADNOR CHESTER RD, RADNOR, PA 19087-5221
Fiduciaryfee-onlySEC Registered
610-971-0202 HTTPS://WWW.LINKEDIN.COM/COMPANY/3296442/ CRD #106410
$290M
Assets Managed
1
Clients
2
Employees
35
Years Active
since 1991

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46107. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 35 years.

Firm Details

Legal NameGODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD Number#106410
SEC RegisteredYes
Registration Date1991-09-18
States RegisteredPA
Assets Under Management$290M
Number of Clients1
Employees2
Compensation Typefee-only
Last ADV Filing46107

Other Advisors in RADNOR

View all advisors in RADNOR

Frequently Asked Questions

Is GODSHALK WELSH CAPITAL MANAGEMENT, INC. a fiduciary?

Yes. GODSHALK WELSH CAPITAL MANAGEMENT, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does GODSHALK WELSH CAPITAL MANAGEMENT, INC. charge clients?

GODSHALK WELSH CAPITAL MANAGEMENT, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does GODSHALK WELSH CAPITAL MANAGEMENT, INC. have any complaints?

No. GODSHALK WELSH CAPITAL MANAGEMENT, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 35 years of operation.

How does GODSHALK WELSH CAPITAL MANAGEMENT, INC. compare to other advisors in RADNOR?

GODSHALK WELSH CAPITAL MANAGEMENT, INC. has a Red Flag Score of 95/100. There are 26 registered advisory firms in RADNOR. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46107. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.