Wood Capital Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 311573
- Website
- www.woodcapital.net
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.79%
- Individuals26.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wood Capital Investments LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. It functions as a capital allocator for individual and family clients and charges fees as a percentage of assets under management. The firm offers discretionary portfolio management across several client segments—individuals and small businesses, pooled investment vehicles, and institutional/business clients—and also performs selection of third‑party advisers, market timing services, and runs educational seminars and workshops. Wood Capital does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities65%
- Cash & Cash Equivalents20%
- Derivatives15%
Contacts
1 of 1
David Carter
Financial AdvisorCRD 6741076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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