Investment adviser · CRD 154839
ELWOOD & GOETZ
Investment adviser filing (IA)
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
ATHENS, GA, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $1.07B Form ADV · Item 5.F
- Client accounts
- 3,394 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 346 | $926,580,776 | 86.3% |
| Individuals | 336 | $146,089,065 | 13.6% |
| Charities | Fewer than 5 | $1,085,190 | 0.1% |
Filing source
Form ADV 2127863 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
687 S MILLEDGE AVEATHENS, GA, 30605, United States
CRD 154839
Filing source
Form ADV 2127863 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.