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ELWOOD & GOETZ
Legal name: ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD 154839File 801-109935
APPROVED
Retail clients
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.07B
Clients
686
3,394 accounts
Employees
29
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 8, 2017
- Principal office
- 687 S MILLEDGE AVE, ATHENS, GA, 30605
- Phone
- 706-548-1025
- Website
- HTTP://WWW.ELWOODGOETZ.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,394
- Non-discretionary accounts
- 0
- Total accounts
- 3,394
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 346 | $926.6M |
| Individuals (other than high net worth individuals) | 336 | $146.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 29 | increased by2 |
| Apr 1, 2026 | Clients | 603 | 686 | increased by83 |
| Apr 1, 2026 | AUM | $813,016,044 | $1,073,755,031 | increased by$260,738,987 |
| Apr 1, 2026 | Accounts | 2,954 | 3,394 | increased by440 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 27 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 497 | 603 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $558,460,716 | $813,016,044 | increased by$254,555,328 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,617 | 2,954 | increased by337 |
| Apr 1, 2022 | Employees | 17 | 21 | increased by4 |
| Apr 1, 2022 | Clients | 402 | 497 | increased by95 |
| Apr 1, 2022 | AUM | $419,488,424 | $558,460,716 | increased by$138,972,292 |
| Apr 1, 2022 | Accounts | 2,025 | 2,617 | increased by592 |
| Jan 1, 2022 | Employees | 16 | 17 | increased by1 |
| Oct 1, 2021 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELWOOD GOETZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELWOOD GOETZ” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.