Goelzer Investment Management
Carmel, IN·SEC-registered · CRD #44402
Goelzer Investment Management is an SEC-registered investment advisory firm in Carmel, IN managing $4.5B across 2.0k client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.5B
Client accounts
2.0k
Advisory staff
22
Fee model
Fee-based
How Goelzer Investment Management 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 Goelzer Investment Management
How much does Goelzer Investment Management manage?
Per its most recent SEC Form ADV filing (03/23/2026), Goelzer Investment Management reports $4.5B in regulatory assets under management across roughly 2.0k client accounts.
How does Goelzer Investment Management charge?
Goelzer Investment Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Goelzer Investment Management a fiduciary?
Yes. Goelzer Investment Management is registered with the U.S. Securities and Exchange Commission (CRD #44402), 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 Goelzer Investment Management 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 Goelzer Investment Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carmel, IN
Profile compiled from Goelzer Investment Management's public SEC Form ADV filing (CRD #44402, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Goelzer Investment Management. 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 Goelzer Investment Management? Claim this profile.