WOODS ADVISORY SERVICES LLC

Overview

Woods Advisory Services LLC is a small, independent registered investment adviser focused on individual and family clients and small businesses. The firm combines financial planning with discretionary portfolio management, operating under an owner-managed structure and billing through a mix of asset-based fees and fixed fees. Investment activity centers on liquid equity exposure — Woods Advisory places a clear emphasis on exchange-traded equities as the core of client portfolios, supplemented by mutual funds and selective private placement allocations where appropriate. The firm does not position itself as an ESG-focused manager and does not present multi-state advisory registration activity.

Assets & Accounts

Public Holdings

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Location & Offices