Woodward Diversified Capital, LLC

RIASEC Registered

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 RIA organized as an LLC and registered with the SEC in 2019. The firm operates as a capital allocator for both high-net-worth individuals/families and institutional clients, offering a mix of financial planning and portfolio management across individual, pooled vehicle, and institutional mandates. Its advisory services include selection of other advisers and pension consulting. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees, and performance-based fee structures. The firm does not position itself as an active ESG investor.