WOVEN CAPITAL, LLC

Overview

Woven Capital, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-advisers services. The firm operates as a capital allocator in name, but its reported portfolio construction favors pooled public vehicles rather than direct, bespoke private-market bets. Woven uses a blended fee model (percentage of AUM, hourly fees and fixed fees) and does not list ESG investing as an active focus. Its business is concentrated on advisory relationships that are primarily non-discretionary in structure, which suggests an emphasis on client-directed implementation and ongoing adviser oversight rather than discretionary model management. Woven’s advisory activity is straightforward: financial planning and portfolio management for smaller individual and family clients, plus sourcing or recommending outside managers when appropriate. The firm is classified as a single-state adviser on its filing, and it does not describe pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices