# Elwood & Goetz

> Elwood & Goetz is an SEC-registered investment advisory firm in Athens, GA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 154839
- Filed as: ELWOOD & GOETZ
- Legal name: Elwood & Goetz Wealth Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154839
- AdvisorCensus page: https://advisorcensus.com/firm/elwood-and-goetz-athens-ga-154839

## Quick answers

**How is Elwood & Goetz compensated?**
On its Form ADV (Item 5.E, October 2026), Elwood & Goetz reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Elwood & Goetz charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $250 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Elwood & Goetz located?**
Elwood & Goetz's principal office is in Athens, GA, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Elwood & Goetz registered with the SEC or a state?**
Elwood & Goetz is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 154839.

**How much does Elwood & Goetz manage?**
Elwood & Goetz reports $1,073,755,031 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Elwood & Goetz's assets and staff changed since 2021?**
In the Form ADV data for Elwood & Goetz: Regulatory assets under management: $419,488,424 in the October 2021 data and $1,073,755,031 in the October 2026 data, up 156%. Total employees: 16 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elwood & Goetz serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (346); individuals (other than high net worth individuals) (336); charitable organizations (4).

**Which custodians does Elwood & Goetz use?**
Elwood & Goetz's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. Advisor Services as a custodian holding 10% or more of its separately managed account assets.

**Does Elwood & Goetz report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154839

**What changed in Elwood & Goetz's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Alpharetta, GA. Added an office in Fayetteville, GA. Added an office in Greenboro, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $250 to $500 an hour (financial planning services)

> Hourly rates range from $250 per hour to $500 per hour based on staff expertise and situational complexity.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. Advisor Services

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,073,755,031
- Discretionary: $1,073,755,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 336 | $146,089,065 |
| High net worth individuals | 346 | $926,580,776 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $1,085,190 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 29 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, GA, KS, LA, MD, MO, NC, NY, SC, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Alpharetta, GA
- Atlanta, GA
- Fayetteville, GA
- Greenboro, GA
- Mt Pleasant, SC
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- [elwoodgoetz.com](https://elwoodgoetz.com)
- Facebook @ELWOODANDGOETZ
- Instagram @ELWOODGOETZ
- LinkedIn @elwoodgoetz

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $419,488,424 | 16 | October 1, 2021 |
| October 2022 | $558,460,716 | 21 | September 29, 2022 |
| October 2023 | $564,488,016 | 21 | March 16, 2023 |
| October 2024 | $682,112,414 | 19 | July 31, 2024 |
| October 2025 | $813,016,044 | 27 | February 21, 2025 |
| October 2026 | $1,073,755,031 | 29 | August 25, 2026 |

Regulatory assets under management: $419,488,424 in the October 2021 data and $1,073,755,031 in the October 2026 data, up 156%.
Total employees: 16 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Alpharetta, GA.
- Added an office in Fayetteville, GA.
- Added an office in Greenboro, GA.

### July 2026
- Registered or notice-filed in AL, MD, NY, UT, WA.

### April 2026
- Regulatory assets under management went from $813,016,044 to $1,073,755,031 (+32%).
- Registered or notice-filed in KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elwood & Goetz (CRD 154839): Form ADV filing data as of October 2026.