Robert Gerald Goggin
Financial advisor at Atticus Wealth Management, LLC
Last updated 2026-10-10
Claim your profileRobert Gerald Goggin is a financial advisor at Atticus Wealth Management, LLC, CRD 1249683. Licenses and exams on the registration: Series 65. IAPD registration began 2009-09-29.
Registration
- CRD number
- 1249683
- Registration status
- Active
- IAPD registration
- 2009-09-29
- Industry Experience
- 17 years
- Work Experience
- 10 years
- States registered
- GA
Licenses and exams
- Series 65
Work history
- 2016-08 to Present · Wealth Management Advisors, LLC · Alpharetta, GA
- 2018-11 to Present · Atticus Wealth Management · Atlanta, GA
Current employment
- Atticus Wealth Management · Palm Beach Gardens, FL
Atticus Wealth Management, LLC
- Regulatory AUM
- $565,329,716
- Registered advisors
- 8
- Offices
- 5
- Clients per advisor
- 53.6 (Low)
- Average AUM per client
- $1.3M (Low)
- High-net-worth client ratio
- 34.3% (Moderate)
Atticus Wealth Management, LLC: advisors, services and reported ETF investments
About
Robert Gerald Goggin is a financial advisor at Atticus Wealth Management, operating as Atticus Wealth Management, LLC. Reported securities licenses include Series 65. The latest record indicates 17 years of industry experience and 10 years of reported work history. Reported roles include Wealth Management Advisors, LLC.
Atticus Wealth Management, LLC's firm-level Form ADV reports 8 advisors across 5 offices; approximately 53.6 clients per advisor, average assets per client of $1,317,785, and regulatory AUM of $565.3M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $289.2M across 79 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Gerald Goggin personally.
Reported ETF positions
Atticus Wealth Management reports 79 ETF positions worth $289.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $95.4M |
| IWF — iShares Russell 1000 Growth Fund | $25.4M |
| SFLR — Innovator Equity Managed Floor ETF | $24.9M |
| HTRB — Hartford Total Return Bond ETF | $17.1M |
| OEF — iShares S&P 100 Fund | $10.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Atticus Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | OEF — iShares S&P 100 Fund | $10.2M | Top 99.4% | Peer conviction 81.4% · Active return +3.79% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $416K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | USEP — Innovator U.S. Equity Ultra Buffer ETF - September | $413.3K | Top 98.0% | Replicability (R²) 58.4% · Residual Sharpe 0.28 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Atticus Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Contact
The firm's filed contact details.
- Phone: 561-425-9500
- Website: atticuswm.com
Official record
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