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| Elwood & Goetz Wealth Advisory Group LLC
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|---|---|
| CRD # | 154839 |
| SEC # | 801-109935 |
| CIK # | 0001752758 |
| AUM | 1,073.8 M (2026-06-12) |
| Employees | 29 (90% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 706-548-1025 |
| Address | 687 S Milledge Ave Athens, GA 30605 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.6 | ||
| Microsoft Corp | 3.4 | ||
| Global MOFY Metaverse Ltd | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 146.1 |
| (b) Individuals (high net worth individuals) | 346 | 926.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,394 | 1,073.8 |
| By Discretionary | ||
| Discretionary | 3,394 | 1,073.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,394 | 1,073.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,073.8 | |
| Total | 3,394 | 1,073.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001752758] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horizon Wealth Management LLC
✚
|
IL | 1,077.0 M |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 1,076.6 M |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1,075.8 M |
|
Fulcrum Capital LLC
✚
|
WA | 1,075.3 M |
|
Allen Mooney & Barnes Investment Advisors LLC
✚
|
GA | 1,074.8 M |
|
Mattern Capital Management LLC
✚
|
CO | 1,073.7 M |
|
American Investment Services Inc
✚
|
MA | 1,073.0 M |
|
Spinnaker Investment Group LLC
✚
|
CA | 1,072.9 M |
|
Providence Capital Advisors LLC
✚
|
NC | 1,072.1 M |
|
Occidental Asset Management LLC
✚
|
CA | 1,071.8 M |