GOELZER INVESTMENT MANAGEMENT, INC.
Legal name: GOELZER INVESTMENT MANAGEMENT
CRD #44402 SEC #801-55588 CARMEL, IN 317-264-2600
SEC Registered
Total AUM
$3.8B
Discretionary
$3.6B
Employees
35
Clients
101
Accounts
877
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $3.8B | $3.6B | $237.8M | 35 | 11 |
| Apr 2025 | $3.8B | $3.6B | $237.8M | 35 | 11 |
| Mar 2025 | $3.8B | $3.6B | $237.8M | 35 | 11 |
| Nov 2024 | $3.2B | $3.1B | $20.2M | 36 | 9 |
| Sep 2024 | $3.2B | $3.1B | $20.2M | 36 | 9 |
| May 2024 | $3.2B | $3.1B | $20.2M | 36 | 9 |
| Mar 2024 | $3.2B | $3.1B | $20.2M | 36 | 9 |
| Dec 2023 | $2.4B | $2.3B | $12.7M | 37 | 13 |
| Sep 2023 | $2.4B | $2.3B | $12.7M | 37 | 13 |
| Aug 2023 | $2.4B | $2.3B | $12.7M | 37 | 13 |
| Jun 2023 | $2.4B | $2.3B | $12.7M | 37 | 13 |
| Mar 2023 | $2.4B | $2.3B | $12.7M | 37 | 13 |
| Nov 2022 | $2.4B | $2.4B | $16.8M | 33 | 16 |
| Oct 2022 | $2.4B | $2.4B | $16.8M | 33 | 16 |
| Mar 2022 | $2.4B | $2.4B | $16.8M | 33 | 16 |
| Jan 2022 | $2.1B | $2.1B | $15.4M | 29 | 16 |
| Mar 2021 | $2.1B | $2.1B | $15.4M | 29 | 16 |
| Jun 2020 | $1.9B | $1.8B | $57.5M | 29 | 9 |
| Mar 2020 | $1.9B | $1.8B | $57.5M | 29 | 9 |
| Mar 2019 | $1.5B | $1.4B | $100.3M | 27 | 2 |
| Mar 2019 | $1.6B | $1.5B | $89.8M | 24 | 2 |
| Mar 2018 | $1.6B | $1.5B | $89.8M | 24 | 2 |
| Mar 2017 | $1.4B | $1.4B | $28.8M | 21 | 500 |
| May 2016 | $1.3B | $1.2B | $26.7M | 22 | 500 |
| Apr 2016 | $1.3B | $1.2B | $26.7M | 22 | 500 |
| Mar 2016 | $1.3B | $1.2B | $26.7M | 22 | 500 |
| Aug 2015 | $1.2B | $1.2B | $26.2M | 21 | 400 |
| Jul 2015 | $1.2B | $1.2B | $26.2M | 21 | 400 |
| Mar 2015 | $1.2B | $1.2B | $26.2M | 21 | 400 |
| Aug 2014 | $1B | $1B | $30.6M | 20 | 400 |
| Mar 2014 | $1B | $1B | $30.6M | 20 | 400 |
| Jan 2014 | $797M | $775.6M | $21.4M | 20 | 400 |
| Aug 2013 | $797M | $775.6M | $21.4M | 20 | 400 |
| Jun 2013 | $797M | $775.6M | $21.4M | 20 | 400 |
| Mar 2013 | $797M | $775.6M | $21.4M | 20 | 400 |
| Jan 2013 | $710.7M | $686M | $24.7M | 18 | 370 |
| Jan 2013 | $710.7M | $686M | $24.7M | 18 | 370 |
| Apr 2012 | $710.7M | $686M | $24.7M | 11 | 370 |
| Mar 2012 | $710.2M | $685.5M | $24.7M | 11 | 370 |
| Mar 2011 | $709M | $685.4M | $23.6M | -- | -- |
| Dec 2010 | $532.1M | $509.4M | $22.7M | -- | -- |
| Jun 2010 | $452.9M | $436.9M | $16M | -- | -- |
| Jun 2010 | $452.9M | $436.9M | $16M | -- | -- |
| Apr 2010 | $452.9M | $436.9M | $16M | -- | -- |
| May 2007 | $494.4M | $458.4M | $36M | -- | -- |
| Apr 2007 | $494.4M | $458.4M | $36M | -- | -- |
| Mar 2007 | $494.4M | $458.4M | $36M | -- | -- |
| Mar 2006 | $453.7M | $418.4M | $35.3M | -- | -- |
| Jun 2004 | $354.3M | $347.4M | $7M | -- | -- |
| Mar 2004 | $617.3M | $354.3M | $262.9M | -- | -- |
| Apr 2002 | $597.5M | $353.5M | $244M | -- | -- |
| Sep 2001 | $640.1M | $378.9M | $261.2M | -- | -- |
DateAug 2025
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$237.8M
Employees35
Clients11
DateApr 2025
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$237.8M
Employees35
Clients11
DateMar 2025
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$237.8M
Employees35
Clients11
DateNov 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$20.2M
Employees36
Clients9
DateSep 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$20.2M
Employees36
Clients9
DateMay 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$20.2M
Employees36
Clients9
DateMar 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$20.2M
Employees36
Clients9
DateDec 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$12.7M
Employees37
Clients13
DateSep 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$12.7M
Employees37
Clients13
DateAug 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$12.7M
Employees37
Clients13
DateJun 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$12.7M
Employees37
Clients13
DateMar 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$12.7M
Employees37
Clients13
DateNov 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$16.8M
Employees33
Clients16
DateOct 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$16.8M
Employees33
Clients16
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$16.8M
Employees33
Clients16
DateJan 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.4M
Employees29
Clients16
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.4M
Employees29
Clients16
DateJun 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$57.5M
Employees29
Clients9
DateMar 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$57.5M
Employees29
Clients9
DateMar 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.3M
Employees27
Clients2
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$89.8M
Employees24
Clients2
DateMar 2018
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$89.8M
Employees24
Clients2
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$28.8M
Employees21
Clients500
DateMay 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$26.7M
Employees22
Clients500
DateApr 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$26.7M
Employees22
Clients500
DateMar 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$26.7M
Employees22
Clients500
DateAug 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.2M
Employees21
Clients400
DateJul 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.2M
Employees21
Clients400
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.2M
Employees21
Clients400
DateAug 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$30.6M
Employees20
Clients400
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$30.6M
Employees20
Clients400
DateJan 2014
Total AUM$797M
Discretionary$775.6M
Non-Disc.$21.4M
Employees20
Clients400
DateAug 2013
Total AUM$797M
Discretionary$775.6M
Non-Disc.$21.4M
Employees20
Clients400
DateJun 2013
Total AUM$797M
Discretionary$775.6M
Non-Disc.$21.4M
Employees20
Clients400
DateMar 2013
Total AUM$797M
Discretionary$775.6M
Non-Disc.$21.4M
Employees20
Clients400
DateJan 2013
Total AUM$710.7M
Discretionary$686M
Non-Disc.$24.7M
Employees18
Clients370
DateJan 2013
Total AUM$710.7M
Discretionary$686M
Non-Disc.$24.7M
Employees18
Clients370
DateApr 2012
Total AUM$710.7M
Discretionary$686M
Non-Disc.$24.7M
Employees11
Clients370
DateMar 2012
Total AUM$710.2M
Discretionary$685.5M
Non-Disc.$24.7M
Employees11
Clients370
DateMar 2011
Total AUM$709M
Discretionary$685.4M
Non-Disc.$23.6M
Employees--
Clients--
DateDec 2010
Total AUM$532.1M
Discretionary$509.4M
Non-Disc.$22.7M
Employees--
Clients--
DateJun 2010
Total AUM$452.9M
Discretionary$436.9M
Non-Disc.$16M
Employees--
Clients--
DateJun 2010
Total AUM$452.9M
Discretionary$436.9M
Non-Disc.$16M
Employees--
Clients--
DateApr 2010
Total AUM$452.9M
Discretionary$436.9M
Non-Disc.$16M
Employees--
Clients--
DateMay 2007
Total AUM$494.4M
Discretionary$458.4M
Non-Disc.$36M
Employees--
Clients--
DateApr 2007
Total AUM$494.4M
Discretionary$458.4M
Non-Disc.$36M
Employees--
Clients--
DateMar 2007
Total AUM$494.4M
Discretionary$458.4M
Non-Disc.$36M
Employees--
Clients--
DateMar 2006
Total AUM$453.7M
Discretionary$418.4M
Non-Disc.$35.3M
Employees--
Clients--
DateJun 2004
Total AUM$354.3M
Discretionary$347.4M
Non-Disc.$7M
Employees--
Clients--
DateMar 2004
Total AUM$617.3M
Discretionary$354.3M
Non-Disc.$262.9M
Employees--
Clients--
DateApr 2002
Total AUM$597.5M
Discretionary$353.5M
Non-Disc.$244M
Employees--
Clients--
DateSep 2001
Total AUM$640.1M
Discretionary$378.9M
Non-Disc.$261.2M
Employees--
Clients--