Philip Andrew Kojich

Employer firm

Goelzer Investment Management CRD 44402

$4.51B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 07/2019
  Vanguard
  Scottsdale, AZ
• 08/2019 → 04/2020
  American Funds
  Carmel, IN
• 04/2020 → 01/2021
  American Funds
  Carmel, IN
• 01/2021 → 11/2021
  American Funds
  Carmel, IN
• 11/2021 → 01/2024
  American Funds
  Carmel, IN
• 01/2024 → 03/2025
  Capital Group / Capital Client Group, Inc.
  Carmel, IN
• 03/2025 → 05/2026
  Capital Client Group, Inc.
  Carmel, IN
• 05/2026 → Present
  Goelzer Investment Management, Inc.
  Carmel, IN

Previous Registrations

• 2019-10-17 → 2026-05-13
  Capital Client Group, Inc.
  Carmel, IN
  Los Angeles, CA
  Carmel, IN
• 2011-10-24 → 2013-04-23
  Raymond James Financial Services Advisors, Inc
  Champaign, IL
  Urbana, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-17
• S66 Uniform Combined State Law Examination
  2010-04-26