Elwood & Goetz
Firm details
- Headquarters
- Athens, Georgia
- CRD number
- 154839
- Registered since
- February 8, 2017
- Website
- www.elwoodgoetz.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.29%
- Individuals13.61%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Elwood & Goetz is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves a mix of individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is charged via a mix of asset-based fees, hourly billing, and fixed fees. The firm is not positioned as an in-house capital allocator and does not report active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
3 of 3
Joseph Goetz
Founding Partner & Chief Investment OfficerCRD 5837624
Lindsay Elwood
Founding Partner & CEOCRD 5096712
Riley Maher
Chief Investment OfficerCRD 1712189
Contacts
3 of 17
Lindsay Lynn
Senior Financial PlannerCRD 6948624
Swarnankur Chatterjee
Investment Planning SpecialistCRD 8214250
Emily Stephenson
Senior Financial PlannerCRD 8088081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$568M in ETFs
65%
$370M
35%
$198M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $89.6M | 1,398,364 | 15.78% |
Location
Athens, GA
Clarke
Location
Athens, GA
Headquartered in Athens, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Clarke
- Address
- 687 S Milledge Ave
- Time zone
- ET (UTC-5)
- Office locations
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