WOODARD & CO ASSET MANAGEMENT GROUP INC

RIASEC RegisteredEst. 1985

Total AUM

$1.2B

Discretionary

$1.1B

98% of AUM

Avg account

$637K

Accounts

1,832

Employees

Advisory reps

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

FINTRX

Overview

Woodard & Co Asset Management Group Inc is an independent SEC-registered registered investment adviser that has been operating since 1985. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its fee model is a percentage of assets under management and its advisory offerings include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and investor education through periodicals and seminars. Woodard & Co is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. The firm does not act as a capital allocator that runs private funds on behalf of clients. It received recognition from FA Magazine as a Top RIA Firms entrant in 2020.