Woodward Caire Advisors, LLC
RIAState Registered
Total AUM
$23.4M
Discretionary
$23.4M
100% of AUM
Avg account
$689K
Accounts
34
Employees
3
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 316141
- Website
- www.avalonadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Woodward Caire Advisors, LLC is an independent, Texas-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base of individual and family investors. Its stated fee arrangements include percentage-of-AUM billing plus options for hourly and fixed fees and other fee structures. Filings indicate the firm does not position itself as an ESG investor or a pension consultant.
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 Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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