WOODLANDS CAPITAL MANAGEMENT, LLC

Overview

Woodlands Capital Management, LLC operates as a small, discretionary wealth manager focused on individuals and families. The firm favors equity-centric portfolios, using exchange-traded equities and ETFs as the primary vehicle for core allocations while layering in third-party alternatives and insurance products where appropriate. Its fee model combines a percentage-of-AUM charge with performance-based fees, which suggests active portfolio management and willingness to structure incentive-aligned arrangements for concentrated or outcomes-focused mandates. Investment activity centers on separately managed accounts for a handful of clients, allowing tailored exposures rather than standardized model portfolios. Trading and custody through Interactive Brokers gives the firm access to a wide range of liquid instruments — U.S. and international stocks, ETFs, options and commodity-linked products — which aligns with the firm’s emphasis on exchange-traded equities and priced alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices