PETTYJOHN, WOOD & WHITE, INC.
Firm details
- Headquarters
- LYNCHBURG, Virginia
- CRD number
- 106403
- Registered since
- May 10, 1978
- Website
- www.pwandw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.51%
- Individuals10.4%
- Charitable Organizations5.32%
- Corporations / Businesses2.47%
- Pension & Profit Sharing Plans1.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pettyjohn, Wood & White, Inc. is a small, SEC-registered corporate RIA that has been operating since 1978. The firm serves both individual and family clients as well as some institutional accounts, providing portfolio management services primarily for individuals and small businesses. Its advisory model charges a percentage of assets under management and it is not classified as a capital allocator. The firm reports no active ESG program and does not operate as a multi-state adviser. The firm lists industry ties to broker-dealers, banking or thrift institutions, and law firms, suggesting referral or service relationships across those channels. Its advisory footprint emphasizes direct portfolio management rather than pension consulting or related-adviser structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds7%
- US Government Bonds3%
- Public Funds/Mutual Funds2%
Owners & executives
2 of 2Kate Sigler
Chief Compliance OfficerCRD 7863721
CHARLES NOWLIN
Vice President, Chief Investment OfficerCRD 5147775
Contacts
3 of 6KATHLEEN GRAVES
Vice PresidentCRD 1467968
BRIAN BLANKINSHIP
Vice PresidentCRD 3148959
CHARLES WHITE
Executive Vice PresidentCRD 3023642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$225M in ETFs
92%
$206M
2%
$18.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $31M | 47,624 | 13.79% |
Location
LYNCHBURG, VA
LYNCHBURG CITY
Location
LYNCHBURG, VA
Headquartered in LYNCHBURG, VA, in the South of the United States.
- Region
- South
- County
- LYNCHBURG CITY
- Address
- 1925 Atherholt Rd
- Time zone
- ET (UTC-5)
- Office locations
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