BERMUDA RUN, NCCRD 108199Latest ADV April 30, 2026
Woodard & Co Asset Management Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Bermuda Run, NC. Its latest Form ADV filing, dated April 30, 2026, reports $1.2B in regulatory assets under management, 5 employees, and 1,832 accounts.
Assets Under Management
$1.2B
Employees
5
Offices
--
Total Clients
1,832
Primary office
BERMUDA RUN, NC
117 KINDERTON BOULEVARD, BERMUDA RUN, NC, United States
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
1,473
2
HNWI
18.2%
333
3
Corporations
0.6%
11
4
Charitable
0.5%
10
5
NON-DISCRETIONARY
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 30, 2026
Discretionary98.0%
$1.1B
98% of total RAUM98.0%
Non-discretionary2.0%
$23M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,832
10Y AUM Change+$626M (+115.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee366:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.