Wealth Manager
    SEC Registered
    Manages Private Funds

    Goelzer Investment Management

    Registered investment advisor · Carmel, Indiana · CRD #44402

    Assets Under Management
    $4.5B
    Client Accounts
    1,945
    Employees
    34
    CRD Number
    44402
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Goelzer Investment Management

    Goelzer Investment Management is an investment advisory firm based in Indianapolis, founded in 1969. The firm provides investment advisory, consulting, and asset management services to over 600 institutional and high net worth private clients across 40 states, managing more than $4 billion in assets. With a team of around 35 employees, Goelzer emphasizes a client-focused approach, adhering to fiduciary standards and prioritizing the best interests of its clients. The firm offers a range of tail

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Goelzer Investment Management

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    Frequently Asked Questions

    What is Goelzer Investment Management's AUM?

    Goelzer Investment Management reports approximately $4.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Goelzer Investment Management headquartered?

    Goelzer Investment Management is headquartered in Carmel, Indiana.

    What is Goelzer Investment Management's CRD number?

    Goelzer Investment Management's CRD number is 44402. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Goelzer Investment Management manage?

    Goelzer Investment Management manages approximately 1,945 client accounts according to its latest SEC filing.

    Is Goelzer Investment Management SEC registered?

    Yes, Goelzer Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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