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| Pettyjohn Wood & White Inc
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|---|---|
| CRD # | 106403 |
| SEC # | 801-13803 |
| CIK # | 0001128213 |
| AUM | 1,023.0 M (2026-03-10) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 434-845-1266 |
| Address | 1925 Atherholt Road Lynchburg, VA 24501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.6 | ||
| Alphabet Inc | 27.0 | ||
| Microsoft Corp | 26.2 | ||
| Wal Mart Stores Inc | 19.7 | ||
| J P Morgan Chase & Co | 18.8 | ||
| Johnson & Johnson | 14.2 | ||
| United Technologies Corp /DE/ | 12.3 | ||
| Procter & Gamble Co | 12.2 | ||
| Amazon Com Inc | 11.6 | ||
| Home Depot Inc | 11.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 106.4 |
| (b) Individuals (high net worth individuals) | 287 | 823.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 13.3 |
| (h) Charitable organizations | 9 | 54.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 25.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,016 | 1,023.0 |
| By Discretionary | ||
| Discretionary | 1,016 | 1,023.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,016 | 1,023.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,022.4 | |
| Total | 1,016 | 1,023.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001128213] | |
| SC 13G | [0001128213] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Pettyjohn Wood & White Inc | Bank of the James Financial Group Inc | [2024-11-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
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