Elwood & Goetz
Athens, GA·SEC-registered · CRD #154839
Elwood & Goetz is an SEC-registered investment advisory firm in Athens, GA managing $1.1B across 3.4k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
3.4k
Advisory staff
26
Fee model
Fee-based
How Elwood & Goetz is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Elwood & Goetz
How much does Elwood & Goetz manage?
Per its most recent SEC Form ADV filing (06/12/2026), Elwood & Goetz reports $1.1B in regulatory assets under management across roughly 3.4k client accounts.
How does Elwood & Goetz charge?
Elwood & Goetz is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Elwood & Goetz a fiduciary?
Yes. Elwood & Goetz is registered with the U.S. Securities and Exchange Commission (CRD #154839), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Elwood & Goetz taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Elwood & Goetz and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Athens, GA
Profile compiled from Elwood & Goetz's public SEC Form ADV filing (CRD #154839, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Elwood & Goetz. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Elwood & Goetz? Claim this profile.