Goelzer Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 23, 2026, reports $4.5B in regulatory assets under management, 34 employees, and 1,945 accounts.
Assets Under Management
$4.5B
Employees
34
Offices
--
Total Clients
695
Primary office
CARMEL, IN
10 EAST MAIN STREET, SUITE 110, CARMEL, IN, United States
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
404
2
Individuals
24.9%
173
3
Charitable
6.0%
42
4
Government
5.0%
35
5
Corporations
2.7%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 23, 2026
Discretionary95.6%
$4.3B
96% of total RAUM95.6%
Non-discretionary4.4%
$199M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.5B
Total Accounts1,945
10Y AUM Change+$3.1B (+225.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee20:1
10Y Employee Change+13 (+61.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.