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 both individual and family clients as well as institutional relationships, and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Elwood & Goetz does not position itself as an allocator to proprietary third-party funds, is not an active ESG investor, and does not identify as a multi-state adviser for regulatory purposes.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities53%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents3%
- Investment Grade Corp 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
Alden Shmerling
PartnerCRD 5837672
Lance Palmer
Tax Planning SpecialistCRD 5862489
Roy Larsen
Senior Wealth StrategistCRD 4241890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$650M in ETFs
69%
$449M
31%
$202M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $105M | 1,480,541 | 16.23% |
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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