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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus legacy
- Established Date
- 08-30-2010
- Office Locations
- 6
Office Locations
About Elwood & Goetz
Elwood & Goetz is an independent, employee-owned, fee-only RIA and fiduciary financial planning and wealth management firm rooted in Athens, GA (also Atlanta, with satellite offices in Charleston and Naples) serving clients nationwide. The team-based advisor model supports young professionals through retirees, with deep experience serving professors/professionals and founders/executives on planning, retirement, tax, and succession needs, using primarily ETF and mutual-fund portfolios (Schwab custody) and an uncommon bench of CFP professionals and Distinguished Professors.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LINDSAY SHAE ELWOOD
Chief Compliance Officer, Chief Financial Officer
- CRD
- #5096712
- Ownership
- 25% but less than 50%
JOSEPH WILLIAM GOETZ
Chief Executive Officer, Partner
- CRD
- #5837624
- Ownership
- 25% but less than 50%
Optima fusion
Optima summit radial
- CRD
- #36655
- Ownership
- 20.8%
Showing 2 of 3 owners & executives
Unlock allContacts
Jacobus Anton Abrahamse
--
- CRD
- #8022676
Samuel James Bahde
--
- CRD
- #8202914
Harbor pioneer
Atlas unison
- CRD
- #45035
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,073,755,031 | $316,369 |
| Non-Discretionary | $0 | -- |
| Total | $1,073,755,031 | $316,369 |
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Separately Managed Accounts
Total SMA Asset: $1,073,755,031
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $482,951,313 | 20.6% |
| Public Funds | $450,129,379 | 19.2% |
| Cash | $609,550,201 | 26.0% |
| Corporate - Investment Grade | $801,792,958 | 34.2% |
| Total | $2,344,423,851 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA NORTH OAK | INSIGHT NORTH | EYB1L7TWP | FQV | 3.76% | $52,548,055 |
| QUANTUM HORIZON | WAVE ATLAS | KAUL90H3U | LEMAX | 4.82% | $98,714,776 |
| CATALYST BRIDGE | PATHWAY PEAK | 8TQ2EDA65 | XLR | 0.90% | $108,144,231 |
| VALUE MATRIX | RIDGE INSIGHT | QS52XKNI8 | DHOYP | 6.75% | $59,070,768 |
| QUANTUM ELEMENT | EMBER PEAK | HEU1FEUPQ | RZBI | 7.15% | $57,117,074 |
| RADIAL UNISON | PIONEER PATHWAY | B8SB5GPFU | FLLUT | 5.37% | $75,339,039 |
| PATHWAY PRIME | CREST NORTH | L9W353C2V | PKJ | 3.92% | $66,311,185 |
| ZENITH BRIDGE | ZENITH ZENITH | 2I0ZFFP1F | YOIXI | 4.54% | $87,789,955 |