← Tributary

ELWOOD & GOETZ

ATHENS, GA · CRD 154839 · IAPD ↗ · 706-548-1025

$1.07BRegulatory AUM
26Advisory reps
29Employees
0Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — ELWOOD & GOETZ added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2026 — ELWOOD & GOETZ notice-filed in AL, MD, NY, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — ELWOOD & GOETZ notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — ELWOOD & GOETZ crossed $1B in regulatory AUM ($813.0M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
March 2025 — ELWOOD & GOETZ notice-filed in CA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
March 2025 — ELWOOD & GOETZ grew from 18 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — ELWOOD & GOETZ added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.