WOOD CREEK CAPITAL ADVISORS, LLC

Overview

Wood Creek Capital Advisors, LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm shows a clear preference for publicly traded equities and exchange-traded products as its primary vehicle for client portfolios, while supplementing equity exposure with mutual funds, annuities and allocations to real estate-focused alternatives such as REITs. Its business model combines percentage-of-AUM pricing with hourly advisory work, indicating a mix of relationship-based ongoing management and project-based planning engagements. The adviser reports single-owner structure and custodial concentration at Charles Schwab & Co., Inc., which supports a straightforward operational setup and suggests an emphasis on liquid, cost-efficient instruments available through that platform. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices