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Goelzer Investment Management, Inc.

● SEC registered since 1998CRD 44402SEC# 801-55588Carmel, IN
Export (members)
Reg. AUM
$3.85B
Employees
35
Accounts
877
Location
Carmel, IN

Goelzer Investment Management, Inc. assets under management

Goelzer Investment Management, Inc. operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 1998. It reports $3.8 billion in regulatory assets under management and employs 35 people.

Goelzer Investment Management, Inc. owners & executives

16 reported
NameTitleOwnershipSince
Brandon Scott Watson ControlChief Compliance OfficerUnder 5%2024
Brett Dean McKamey ControlSenior Partner10-25%2003
Brian Joseph PyneManaging Director, Private Client5-10%2012
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Frequently asked questions

How much does Goelzer Investment Management, Inc. manage?

Goelzer Investment Management, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.

How many employees does Goelzer Investment Management, Inc. have?

Goelzer Investment Management, Inc. reports 35 employees.

Where is Goelzer Investment Management, Inc. located?

Goelzer Investment Management, Inc. is based in Carmel, IN and has been SEC-registered since 1998.

Does Goelzer Investment Management, Inc. disclose fund performance?

Goelzer Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 East Main Street, Suite 110, Carmel, IN 46032
Phone317-264-2600
Fax317-264-2601
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.61B
Non-discretionary$237.8M
Total (RAUM)$3.85B