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, privately owned RIA that has been SEC-registered since 1985. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope, as disclosed, includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and client education through publications and seminars. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Woodard & Co received a mention in FA Magazine’s Top RIA Firms list 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
PresidentCRD 703241
Todd Senter
Investment Adviser RepresentativeCRD 5619295
Matthew Blades
Investment Advisor RepresentativeCRD 6638342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 246Active vs passive
$1.2B in ETFs
96%
$1.1B
4%
$48.7M
| 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 | 4.71% |
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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