Goelzer Investment Management

Firm record

As recorded in SEC IAPD

Firm CRD

44402

SEC number

801-55588

Firm type

RIA

Assets under management

$4.5B as of Mar 23, 2026

Website

x.com/GoelzerInc ↗

Phone

317-264-2600

Address

10 East Main Street, Carmel, IN, 46032

Advisors at this firm

23 in our index · page 1 of 1

• David Scott AlexanderCRD 2969866 · Carmel, IN
  IA Registered
• Cheryl Ann AckermanCRD 6991631 · Carmel, IN
  IA Registered
• Elaine Annette BeatyCRD 5968990 · Carmel, IN
  IA RegisteredRegistration inactive
• Scott Michael BreskeCRD 5984129 · Carmel, IN
  IA Registered
• James Andrew ConcannonCRD 1722214 · Carmel, IN
  IA Registered
• Lisa CantuCRD 7803874 · Carmel, IN
  IA Registered
• Benjamin Randall CloudCRD 7629989 · Carmel, IN
  IA Registered
• Nicholas EsteyCRD 5983394 · Carmel, IN
  IA RegisteredRegistration inactive
• Kory Joseph FayCRD 6595123 · Carmel, IN
  IA Registered
  Disclosure event(s) on record
• Gregory William GoelzerCRD 1040238 · Carmel, IN
  IA Registered
  Disclosure event(s) on record
• Caleb Layth HussainCRD 7341012 · Carmel, IN
  IA Registered
• Rebecca W JacklinCRD 4557830 · Carmel, IN
  IA RegisteredRegistration inactive
• Susan Michelle JannCRD 4470838 · Carmel, IN
  IA Registered
  Disclosure event(s) on record
• Philip Andrew KojichCRD 5646373 · Carmel, IN
  IA RegisteredRegistration inactive
• Brett Dean MckameyCRD 1706545 · Carmel, IN
  IA Registered
  Disclosure event(s) on record
• Adrian Oden MillerCRD 4697897 · Carmel, IN
  IA Registered
• Umesh Shivaji NathaniCRD 5834337 · Carmel, IN
  IA RegisteredRegistration inactive
• Sara Jane OmohundroCRD 8008739 · Carmel, IN
  IA Registered
• Brian Joseph PyneCRD 4563570 · Carmel, IN
  IA Registered
• Kip Barry RobbinsCRD 4511971 · Carmel, IN
  IA Registered
• Gavin Wayne StephensCRD 6370628 · Carmel, IN
  IA Registered
• Gregory Richard ThompsonCRD 2512514 · Carmel, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sherri Lynn WilsonCRD 5231161 · Carmel, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.