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 registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm operates as a capital allocator for both individual/family clients and institutional clients. Its billing model is multi-faceted — percentage-of-AUM fees are used alongside hourly and fixed fees, and the firm also employs performance-based fee arrangements where appropriate. Advisory services include comprehensive financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles and institutional entities, plus selection of other advisers. The firm does not identify as an active ESG investor and is reported as a single-state adviser. Its status as an allocator and its advisory scope indicate a mix of in-house management and outsourced manager selection for specialized strategies.