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 Vehicles35.82%
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, individual-owned registered investment adviser that began registering with the SEC in 2019 and operates as a capital allocator for both private clients and institutions. The firm offers a mix of advisory services that include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting support, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly, fixed-fee, and performance-based structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.