SEC Form ADV

GOELZER INVESTMENT MANAGEMENT

Firm profile: Goelzer Investment Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN

$4.5B

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-44402
Location: CARMEL, IN
Filing Date: July 1, 2026
AUM: $4.5B
Total Clients: 10
Institutional Clients: 89
Employees: 34
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporationsOther

About this Adviser

GOELZER INVESTMENT MANAGEMENT is a registered investment adviser headquartered in CARMEL, IN, managing approximately $4.5B in assets across 10 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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