Matthew Goff Investment Advisor, LLC
Matthew Goff Investment Advisor, LLC, operating as The Goff Financial Group, is an SEC-registered investment advisory firm headquartered in Houston, Texas. Founded by Matthew B. Goff in 1994, the firm offers discretionary and non-discretionary investment management, advisory, and financial planning services primarily to retail investors, small businesses, and retirement plans. As of 2025, the firm reports approximately 6 employees and manages over $500 million in client assets.
Investment Strategy
The Goff Financial Group provides personalized, fee-only investment management using both discretionary and non-discretionary approaches based on client objectives. Portfolios are constructed with a mix of individual stocks, ETFs, bonds, and mutual funds. The firm does not use proprietary products, ensuring advice is independent and aligned only with client interests. Regular monitoring and periodic reviews are performed, with continuous adjustments driven by changing client objectives and market conditions. The firm offers full portfolio management as well as financial planning, and operates strictly on a tiered fee basis, avoiding sales commissions or conflicts of interest.
Latest 13F Filing Activity
Matthew Goff Investment Advisor, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 96 equity positions with a total 13F market value of $585M. The fund increased holdings in Alphabet Inc., Oracle Corp., Bank New York Mellon Corp. among other positions. Matthew Goff Investment Advisor, LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Visa Inc., Disney Walt Co. among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.26% | $60.0M | 115,880 | $68.00 | $517.95 | +$2.1M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.01% | $46.9M | 93,258 | $180.64 | $502.74 | +$1.4M |
G GOOG | ALPHABET INC | 5.22% | $30.5M | 125,414 | $173.09 | $243.55 | +$8.6M |
B BK | BANK NEW YORK MELLON CORP | 5.08% | $29.7M | 272,960 | $43.57 | $108.96 | +$4.7M |
B BAC | BANK AMERICA CORP | 4.34% | $25.4M | 492,156 | $27.27 | $51.59 | +$2.0M |