WOODS CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
300422

Firm profile

FINTRX

Overview

Woods Capital Management LLC is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. The firm’s regulatory details are sparse in the available record — the year of SEC registration is not specified — and the firm is classified as unclassified in the dataset. It is not identified as a capital allocator, multi-state adviser, pension consultant, or an active ESG investor. The firm is active as a sponsor and as a general partner/managing member of pooled investment vehicles, which indicates its business activity centers on creating and managing closed-end or private pooled structures rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • JONAS WOODS

    Founder, President & CEOCRD 2270975

  • John Rutledge

    Senior Vice President and Chief Financial OfficerCRD 7070242

  • JOHN HELTON

    Chief Operating OfficerCRD 4428753

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1601 Elm St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth