Andrew E. Kish

ELWOOD & GOETZ

Athens, GA 30605

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CRD#: 7733184

Professional summary

Andrew Evan Kish is a registered financial advisor currently at ELWOOD & GOETZ located in Athens, Georgia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Evan Kish's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 23, 2025 - Present

ELWOOD & GOETZ

Office #1: 687 S Milledge Ave, Athens, GA 30605

RIA

CRD#: 154839

Athens, GA

Past

August 21, 2023 - March 5, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

July 24, 2023 - March 5, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELWOOD & GOETZ

ELWOOD & GOETZ | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

CRD#: 154839 / SEC#: 801-109935

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

Georgia

Registered Investment Advisory firm - (3/2/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (2/20/2017 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/18/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/24/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/31/2023

Securities Industry Essentials Examination

Current Firm

ELWOOD & GOETZ

ELWOOD & GOETZ | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

CRD#: 154839 / SEC#: 801-109935

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

Georgia

Registered Investment Advisory firm - (3/2/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (2/20/2017 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2017 Terminated)

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Contact information

Main Address

687 S Milledge Ave, Athens, GA 30605

Mailing Address

Phone number

(706) 548-1025

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts	2,954
AUM (Assets Under Management)	$ 813,016,044

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew E. Kish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Evan Kish's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELWOOD & GOETZ

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ELWOOD & GOETZ

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2023

Series 7TO

Date: 7/24/2023

SIE

Date: 3/31/2023

Current Firm

ELWOOD & GOETZ

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELWOOD & GOETZ

TRUST BUT VERIFY

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