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| Happy Holidays!! thanks for using AUM13F!! |
| Elwood & Goetz Wealth Advisory Group LLC
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| CRD # | 154839 |
| SEC # | 801-109935 |
| CIK # | 0001752758 |
| AUM | $813.0 M (2025-02-21) |
| Employees | 27 (96% Investors, 0% Brokers) |
| Phone | 706-548-1025 |
| Address | 687 S Milledge Ave Athens, GA 30605 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.5 | ||
| Apple Inc | 3.4 | ||
| Global MOFY Metaverse Ltd | 2.5 | ||
| Amazon Com Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 152.0 |
| (b) Individuals (high net worth individuals) | 265 | 660.3 |
| (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 | 3 | 0.7 |
| (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 | 2,954 | 813.0 |
| By Discretionary | ||
| Discretionary | 2,954 | 813.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,954 | 813.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 809.8 | |
| Total | 2,954 | 813.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001752758] |
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|---|---|---|
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 0.8 |
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JT Stratford LLC
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GA | 0.8 |
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Round Rock Advisors LLC
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CT | 0.8 |
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NFSG Corporation
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FL | 0.8 |
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High Probability Advisors LLC
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NY | 0.8 |
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Compound Global Advisors LLC
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0.8 | |
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Oak Root LLC
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0.8 | |
|
Keudell Morrison Wealth Management LLC
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OR | 0.8 |
|
Investmark Advisory Group LLC
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CT | 0.8 |
|
BCS Financial LLC
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TN | 0.8 |