ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

Legal name: ELWOOD & GOETZ

CRD #154839 SEC #801-109935 ATHENS, GA 706-548-1025

SEC Registered

Total AUM

$813M

Discretionary

$813M

Employees

Clients

Accounts

2,954

Firm Details

Organization Type: Limited Liability Company
State of Formation: Georgia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 31, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BALLIS, AYSHA, NICOLE BABB	I	CHIEF COMPLIANCE OFFICER	NA	Control
BALLIS, AYSHA, NICOLE BABB	I	CHIEF COMPLIANCE OFFICER	NA	Control
BALLIS, AYSHA, NICOLE BABB	I	CHIEF COMPLIANCE OFFICER	NA	Control
BALLIS, AYSHA, NICOLE BABB	I	CHIEF COMPLIANCE OFFICER	NA	Control
BALLIS, AYSHA, NICOLE BABB	I	CHIEF COMPLIANCE OFFICER	NA	Control
BALLIS, AYSHA, NICOLE BABB	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACOBS-NICHELSON, BENJAMIN, ISAAC	I	CHIEF FINANCIAL OFFICER	NA	Control
JACOBS-NICHELSON, BENJAMIN, ISAAC	I	CHIEF FINANCIAL OFFICER	NA	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	D	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
ELWOOD, LINDSAY, SHAE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
GOETZ, JOSEPH, WILLIAM	I	MANAGING MEMBER	C	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control
SHMERLING, ALDEN, MERGENTHAL	I	PARTNER	A	Control

Registrations

Federal

Oct 31, 2025 REGISTERED

Notice Filings (10)

CA CO FL GA LA MO NC SC TX VA

Address

687 S MILLEDGE AVE
ATHENS, GA 30605
United States

Phone: 706-548-1025