Goelzer Investment Management

RIASEC Registered

Total AUM

$4.5B

Discretionary

$4.3B

96% of AUM

Avg account

$2.3M

Accounts

1,945

Employees

Advisory reps

Firm details

Headquarters: Carmel, Indiana
CRD number: 44402
Registered since: June 30, 1998
Website: goelzerinc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI45.25%
Charitable Organizations30.23%
State / Municipal Government12.75%
Corporations / Businesses4.72%
Other4.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Goelzer Investment Management is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1998. The firm acts as a capital allocator for a mix of individual, family and institutional clients, delivering financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational content such as newsletters and workshops. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. Goelzer does not position itself as an active ESG investor. The firm was listed among FA Magazine’s Top RIA Firms in 2020.