Data / Investment advisers / North Carolina / Woodard & Co Asset Management Group Inc
Woodard & Co Asset Management Group Inc, Bermuda Run, NC: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Woodard & Co Asset Management Group Inc is an SEC registered investment adviser with its main office in Bermuda Run, North Carolina and reports $1.2 billion in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 108199
- SEC file number
- 801-24818
- SEC status
- Approved, effective August 1, 1985
- Main office
- 117 Kinderton Boulevard, Bermuda Run, NC 27006
- Phone
- (336) 998-7000
- Regulatory AUM
- $1,167,000,000 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $1,144,000,000
- Non discretionary AUM
- $23,000,000
- Accounts
- 1,832
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 333 | $640 million |
| Individuals (other than high net worth individuals) | 1,473 | $461 million |
| Charitable organizations | 10 | $38 million |
| Corporations or other businesses | 11 | $5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.17 billion | March 31, 2026 |
| December 1, 2025 | $1.04 billion | March 27, 2025 |
Other advisers in North Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arbor Investment Advisors | Winston Salem | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Absher Wealth Management, LLC | Chapel Hill | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Hamilton Point Investment Advisors, LLC | Chapel Hill | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Silverback Asset Management, LLC | Durham | $1.19 billion | 2 | adviserinfo.sec.gov |
| Founders Financial Alliance, LLC | Raleigh | $1.19 billion | Not listed | adviserinfo.sec.gov |
| Verity Asset Management | Durham | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Laurel Wealth Advisors, LLC | Charlotte | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Kian Capital Partners, LLC | Charlotte | $1.10 billion | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Woodard & Co Asset Management Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.