Goelzer Investment Management, Inc.
● SEC registered since 1998CRD 44402SEC# 801-55588Carmel, IN
Reg. AUM
$4.51B
Employees
34
Accounts
1,945
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 $4.5 billion in regulatory assets under management and employs 34 people.
Goelzer Investment Management, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Scott Watson Control | Chief Compliance Officer | Under 5% | 2024 |
| Brett Dean McKamey Control | Senior Partner | 10-25% | 2003 |
| Brian Joseph Pyne | Managing Director, Private Client | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Goelzer Investment Management, Inc. manage?
Goelzer Investment Management, Inc. reports $4.5 billion in regulatory assets under management on its Form ADV.
How many employees does Goelzer Investment Management, Inc. have?
Goelzer Investment Management, Inc. reports 34 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
| Address | 10 East Main Street, Suite 110, Carmel, IN 46032 |
| Phone | 317-264-2600 |
| Fax | 317-264-2601 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.51B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$4.51Bregulatory AUM
Discretionary $4.31BNon-discretionary $199M