Woodward Diversified Capital, LLC

RIASEC RegisteredEst. 2019

Total AUM

$610M

Discretionary

$610M

100% of AUM

Avg account

$1.4M

Accounts

438

Employees

Advisory reps

Firm details

Headquarters: Bakersfield, California
CRD number: 306299
Registered since: December 5, 2019
Website: woodwarddiversifiedcapital.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI54.41%
Pooled Investment Vehicles35.81%
Individuals4.18%
Pension & Profit Sharing Plans3.37%
Corporations / Businesses1.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Woodward Diversified Capital, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering financial planning and portfolio management across retail and pooled vehicles. Services include advisory support for small businesses, pension consulting-type activities, and the selection of third‑party advisers. Compensation structures are flexible and include AUM-based fees, hourly and fixed charges, and performance-based arrangements. The firm does not position itself as an ESG/impact investor and is not registered as a multi-state adviser.