Elwood & Goetz

Overview

Elwood & Goetz is an SEC registered investment adviser based in Athens, GA, registered since 2017. It reports $1.1B in assets under management across 3,394 accounts, with 29 employees. It has 21 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

100%

Accounts

3,394

Average account

$316K

Employees

29

Advisory reps

21

Registered since

2017

Jurisdictions

16

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Joseph William Goetz Chief Executive Officer CRD 5837624
• Alden Mergenthal Shmerling Chief Planning Officer, Partner CRD 5837672
• Lindsay Shae Elwood Chief Financial Officer, Chief Compliance Officer CRD 5096712

Advisory reps 3 of 21

• Jacobus Anton Abrahamse Investment Adviser Rep CRD 8022676
• Samuel James Bahde Investment Adviser Rep CRD 8202914
• Melissa Ann Barron Insurance Agent · Investment Adviser Rep CRD 5477940

18 more advisory reps, with emails, phones and branch locations

Location

Headquarters

687 S Milledge Ave
Athens, GA 30605

County

Clarke

Metro area

Athens-Clarke County, GA

Region

South

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: elwoodgoetz.com

Every state, with registration dates

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