Woodard & Co Asset Management Group INC
Bermuda Run, NC·SEC-registered · CRD #108199
Woodard & Co Asset Management Group INC is an SEC-registered investment advisory firm in Bermuda Run, NC managing $1.2B across 1.8k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.8k
Advisory staff
5
Fee model
Fee-only
How Woodard & Co Asset Management Group INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Woodard & Co Asset Management Group INC
How much does Woodard & Co Asset Management Group INC manage?
Per its most recent SEC Form ADV filing (04/30/2026), Woodard & Co Asset Management Group INC reports $1.2B in regulatory assets under management across roughly 1.8k client accounts.
How does Woodard & Co Asset Management Group INC charge?
Woodard & Co Asset Management Group INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Woodard & Co Asset Management Group INC a fiduciary?
Yes. Woodard & Co Asset Management Group INC is registered with the U.S. Securities and Exchange Commission (CRD #108199), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Woodard & Co Asset Management Group INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Woodard & Co Asset Management Group INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bermuda Run, NC
Profile compiled from Woodard & Co Asset Management Group INC's public SEC Form ADV filing (CRD #108199, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Woodard & Co Asset Management Group INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Woodard & Co Asset Management Group INC? Claim this profile.