Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
5yrs
Benjamin Cloud
Full name on record: Benjamin Randall Cloud
Financial advisor at Goelzer Investment Management
Benjamin Cloud is a fiduciary financial advisor in Carmel, Indiana, with 5 years in the industry. Benjamin joined Goelzer Investment Management in 2026, after three years at Axia Advisory. Goelzer Investment Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office10 East Main Street Suite 110, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.73 million
Advisors at the firm23
States licensed ?1 state
Services through Goelzer Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowGoelzer Investment ManagementCurrent firm
- 2022 – 2025Axia AdvisoryPreviously
Contact Benjamin
(317) 264-2600Goelzer Investment Management main office 10 East Main Street Suite 110Carmel, IN 46032Office · Get directions X (Twitter) pageGoelzer Investment Management
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Goelzer Investment Management at (317) 264-2600 and ask for Benjamin Cloud. Benjamin works from the Carmel, IN office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Benjamin hold?
Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Goelzer Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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