# ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC of ATHENS, GA is an SEC-registered investment adviser.

## Registration

- CRD: 154839
- Type: SEC-registered investment adviser
- SEC file number: 801-109935
- Location: 687 S MILLEDGE AVE, ATHENS, GA, 30605
- Phone: 706-548-1025
- Latest filing: 2026-06-12
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 29
- Accounts: 3,394

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Lindsay Shae Elwood | CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Joseph William Goetz | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Alden Mergenthal Shmerling | CHIEF PLANNING OFFICER; PARTNER; PARTNER | — |
| ELWOOD LINDSAY SHAE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GOETZ JOSEPH WILLIAM | MANAGING MEMBER | — |
| SHMERLING ALDEN MERGENTHAL | PARTNER | — |
| JACOBS-NICHELSON BENJAMIN ISAAC | CHIEF FINANCIAL OFFICER | — |
| BALLIS AYSHA NICOLE BABB | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154839/similar
- Related entities: https://search.stillhousedata.com/firm/154839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154839

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.