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Elwood & Goetz CRD 154839
$1.07B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 05/2021 | 12/2021 |
| Chick-Fil-A | Athens | GA | 01/2021 | 07/2021 |
| Georgia Center For Continuing Education & Hotel | Athens | GA | 08/2018 | 01/2021 |
| Dynamo Pool Management | Decatur | GA | 05/2015 | 09/2017 |
| Unemployed | Athens | GA | 10/2017 | 07/2018 |
| Decatur High School | Decatur | GA | 08/2014 | 05/2017 |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 01/2022 | 11/2024 |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 11/2024 | Present |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 01/2025 | Present |
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