Woodward Financial Advisors, Inc.
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 150641
- Registered since
- June 8, 2009
- Website
- woodwardadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.61%
- Individuals0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Woodward Financial Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2009 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its client billing mixes percentage-of-assets, hourly, and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Woodward received a mention in FA Magazine's Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 6
Laura Neal
Wealth AdvisorCRD 3075106
Taylor Cole
Wealth AdvisorCRD 7503986
Victor Colella
Wealth Advisor, DirectorCRD 6592031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 101 Glen Lennox Dr
- Time zone
- ET (UTC-5)
- Office locations
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