Pettyjohn, Wood & White, Inc.
● SEC registered since 1978CRD 106403SEC# 801-13803Lynchburg, VA
Reg. AUM
$1.02B
Employees
6
Accounts
1,016
Location
Lynchburg, VA
Pettyjohn, Wood & White, Inc. assets under management
Pettyjohn, Wood & White, Inc. is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 1978. It reports $1 billion in regulatory assets under management and employs 6 people.
Pettyjohn, Wood & White, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bank of the James Financial Group, Inc. Control | Shareholder | Over 75% | 2021 |
| Charles Baber White Control | Director/Executive Vice-President | Under 5% | 2012 |
| Eric J Sorenson | Director | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Pettyjohn, Wood & White, Inc. manage?
Pettyjohn, Wood & White, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Pettyjohn, Wood & White, Inc. have?
Pettyjohn, Wood & White, Inc. reports 6 employees.
Where is Pettyjohn, Wood & White, Inc. located?
Pettyjohn, Wood & White, Inc. is based in Lynchburg, VA and has been SEC-registered since 1978.
Does Pettyjohn, Wood & White, Inc. disclose fund performance?
Pettyjohn, Wood & White, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1925 Atherholt Road, Lynchburg, VA 24501 |
| Phone | 434-845-1266 |
| Fax | 434-845-2904 |
| Office hours | 8:30 a.m.To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1128213 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $1.02B