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| Happy Holidays!! thanks for using AUM13F!! |
| Woodward Financial Advisors Inc
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|---|---|
| CRD # | 150641 |
| SEC # | 801-70279 |
| CIK # | |
| AUM | $574.3 M (2025-05-22) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 919-929-2495 |
| Address | 101 Glen Lennox Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 24.0 |
| (b) Individuals (high net worth individuals) | 172 | 549.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 574.3 |
| By Discretionary | ||
| Discretionary | 197 | 574.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 574.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.3 | |
| Total | 197 | 574.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
McGowan & Co LLP
✚
|
PA | 0.6 |
|
Old Peak Finance LLC
✚
|
NC | 0.6 |
|
TCFG Investment Advisors LLC
✚
|
CA | 0.6 |
|
HFR Wealth Management LLC
✚
|
0.6 | |
|
Caldwell Sutter Capital Inc
✚
|
CA | 0.6 |
|
Westover Capital Advisors LLC
✚
|
DE | 0.6 |
|
Neumann Capital Management LLC
✚
|
CA | 0.6 |
|
West Advisors Incorporated
✚
|
0.6 |