Woodard & Co Asset Management Group Inc
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
FINTRXOverview
Woodard & Co Asset Management Group Inc is an independent registered investment adviser that has been SEC-registered since 1985. The firm is owned individually and serves both high-net-worth individuals and families as well as institutional clients. Its fee model is percentage-of-AUM, and its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, periodic publications, and educational seminars. The firm does not identify as an active ESG investor. Woodard & Co was named among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Custodians
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 Equities57%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$608M in ETFs
91%
$552M
6%
$55.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $52.4M | 1,072,400 | 8.62% |
Location
Bermuda Run, NC
Davie
Location
Bermuda Run, NC
Headquartered in Bermuda Run, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Davie
- Address
- 117 Kinderton Blvd
- Time zone
- ET (UTC-5)
- Office locations
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