Woodard & Co Asset Management Group Inc
Firm details
- Headquarters
- Bermuda Run, North Carolina
- CRD number
- 108199
- Registered since
- August 1, 1985
- Website
- wcamg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.84%
- Individuals39.5%
- Charitable Organizations3.26%
- Other1.97%
- Corporations / Businesses0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Woodard & Co Asset Management Group Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1985. The firm serves both individual and family clients as well as institutional accounts, charging a percentage-of-assets fee model. Its advisory services extend beyond portfolio management for individuals and businesses to include financial planning, pension consulting services (listed among its advisory activities), periodic publications and educational seminars. The firm is not an active ESG investor and is not listed as a multi-state adviser. Woodard & Co was named among Top RIA Firms by FA Magazine in 2020.
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 Equities57%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1
Joan Woodard
Chief Financial OfficerCRD 2541045
Contacts
3 of 4
John Woodard
Investment AdvisorCRD 7966048
John Woodard
PresidentCRD 703241
Todd Senter
Investment Adviser RepresentativeCRD 5619295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$616M in ETFs
95%
$583M
5%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $56M | 390,319 | 9.08% |
Location
Bermuda Run, NC
Davie
Location
Bermuda Run, NC
Headquartered in Bermuda Run, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Davie
- Address
- 117 Kinderton Blvd
- Time zone
- ET (UTC-5)
- Office locations
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