Woodard & Co Asset Management Group Inc
● SEC registered since 1985CRD 108199SEC# 801-24818Bermuda Run, NC
Reg. AUM
$1.17B
Employees
5
Accounts
1,832
Location
Bermuda Run, NC
Woodard & Co Asset Management Group Inc assets under management
Woodard & Co Asset Management Group Inc is a registered investment adviser overseen by the SEC based in Bermuda Run, NC. The firm has been registered since 1985. It reports $1.2 billion in regulatory assets under management and employs 5 people.
Woodard & Co Asset Management Group Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joan Holland Woodard Control | Treasurer | Under 5% | 1998 |
| John Bennett Woodard Control | Investment Advisor Representative | 10-25% | 2026 |
| John Bennett Woodard Control | President | Over 75% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Woodard & Co Asset Management Group Inc manage?
Woodard & Co Asset Management Group Inc reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Woodard & Co Asset Management Group Inc have?
Woodard & Co Asset Management Group Inc reports 5 employees.
Where is Woodard & Co Asset Management Group Inc located?
Woodard & Co Asset Management Group Inc is based in Bermuda Run, NC and has been SEC-registered since 1985.
Does Woodard & Co Asset Management Group Inc disclose fund performance?
Woodard & Co Asset Management Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 117 Kinderton Boulevard, Bermuda Run, NC 27006 |
| Phone | 336-998-7000 |
| Fax | 336-998-7050 |
| Office hours | 8:30 a.m. Until 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 771118 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.17B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.17Bregulatory AUM
Discretionary $1.14BNon-discretionary $23M