BAKERSFIELD, CACRD 306299Latest ADV March 19, 2026
Woodward Diversified Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bakersfield, CA. Its latest Form ADV filing, dated March 19, 2026, reports $610M in regulatory assets under management, 6 employees, and 438 accounts.
Assets Under Management
$610M
Employees
6
Offices
--
Total Clients
451
Primary office
BAKERSFIELD, CA
5401 BUSINESS PARK SOUTH, #217, BAKERSFIELD, CA, United States
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
285
2
HNWI
24.6%
111
3
Pension Plans
4.9%
22
4
Corporations
2.9%
13
5
Pooled Investment Vehicles
2.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$610Mas of March 19, 2026
Discretionary100.0%
$610M
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$610M
Total Accounts438
10Y AUM Change+$610M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee75:1
10Y Employee Change+3 (+100.0%)
* 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.