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Samuel James Bahde

Elwood & Goetz

Athens, GA

CRD 8202914

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Employer firm

Elwood & Goetz CRD 154839

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Elwood & Goetz

687 S Milledge Ave, Athens, GA 30605 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-15
  • GA RA
    APPROVED
    Since 2026-06-15

Branch Locations

687 S Milledge Ave, Athens, GA 30605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Uga Facilities Management Division Athens GA 09/2017 05/2020
Southeast Mortgage Of Georgia Duluth GA 08/2021 03/2023
Elwood & Goetz Wealth Advisory Group, Llc Athens GA 04/2023 Present
Farm Independent Contractor Watkinsville GA 01/2020 Present
University Of Georgia Athens GA 08/2016 09/2017
  • 09/2017 → 05/2020
    Uga Facilities Management Division
    Athens, GA
  • 08/2021 → 03/2023
    Southeast Mortgage Of Georgia
    Duluth, GA
  • 04/2023 → Present
    Elwood & Goetz Wealth Advisory Group, Llc
    Athens, GA
  • 01/2020 → Present
    Farm Independent Contractor
    Watkinsville, GA
  • 08/2016 → 09/2017
    University Of Georgia
    Athens, GA
Other Businesses

1) Hundredfold Homestead, LLC; Not investment related; 3300 Salem Rd Watkinsville, Georgia, 30677; Farm; Owner; Owner/CEO; January 1, 2025; Total hours per month 30; Total hours during securities trading hours 0; Hobby farm - egg sales and goat production; 2) Farm Independent Contractor; Not investment related; 3300 Salem Rd Watkinsville, Georgia, 30677; Farm; Trustee/Consultant; Trustee/Consultant ; January 1, 2020; Total hours per month 10; Total hours during securities trading hours 0; Record keeping and decision making;

Designations
  • Certified Financial Planner

View on SEC IAPD

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