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 SEC-registered since 2017. The firm serves both individual/family and institutional clients and lists financial planning, portfolio management for individuals and small businesses, and pension consulting services among its advisory offerings. Its fee arrangements are a mix of percentage-of-AUM billing, hourly charges, and fixed fees. Filings indicate the firm is owned by an individual and is not designated as an active ESG investor.
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 3JOSEPH GOETZ
Founding Partner & Chief Investment OfficerCRD 5837624
LINDSAY ELWOOD
Founding Partner & CEOCRD 5096712
RILEY MAHER
Chief Investment OfficerCRD 1712189
Contacts
3 of 16LINDSAY 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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