CHAPEL HILL, NCCRD 150641Latest ADV April 30, 2026
Woodward Financial Advisors, Inc. is an SEC registered investment adviser with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated April 30, 2026, reports $641M in regulatory assets under management, 10 employees, and 1,084 accounts.
Assets Under Management
$641M
Employees
10
Offices
--
Total Clients
203
Primary office
CHAPEL HILL, NC
101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.0% of total clients.
Top client categories% of clientsClients
1
HNWI
97.0%
197
2
Individuals
3.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$641Mas of April 30, 2026
Discretionary100.0%
$641M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$641M
Total Accounts1,084
10Y AUM Change+$369M (+135.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee20:1
10Y Employee Change+3 (+42.9%)
* 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.