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| Goelzer Investment Management Inc
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|---|---|
| CRD # | 44402 |
| SEC # | 801-55588 |
| CIK # | 0001550057 |
| AUM | 4.5 B (2026-03-23) |
| Employees | 34 (65% Investors, 0% Brokers) |
| Phone | 317-264-2600 |
| Address | 10 East Main Street Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001550057 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lilly Eli & Co | 0.6 | ||
| Broadcom Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Lockheed Martin Corp | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Omega Healthcare Investors Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 0.1 |
| (b) Individuals (high net worth individuals) | 404 | 2.0 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 42 | 1.4 |
| (i) State or municipal government entities | 35 | 0.6 |
| (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 | 19 | 0.2 |
| (n) Other | 10 | 0.2 |
| Total | 1,945 | 4.5 |
| By Discretionary | ||
| Discretionary | 1,901 | 4.3 |
| Non-Discretionary | 44 | 0.2 |
| Total | 1,945 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 1,945 | 4.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001550057] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
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