Woodward Financial Advisors, Inc.
● SEC registered since 2009CRD 150641SEC# 801-70279Chapel Hill, NC
Reg. AUM
$641.5M
Employees
10
Accounts
1,084
Location
Chapel Hill, NC
Woodward Financial Advisors, Inc. assets under management
Woodward Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2009. It reports $641.5 million in regulatory assets under management and employs 10 people.
Woodward Financial Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Ronald Miller Control | President/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Woodward Financial Advisors, Inc. manage?
Woodward Financial Advisors, Inc. reports $641.5 million in regulatory assets under management on its Form ADV.
How many employees does Woodward Financial Advisors, Inc. have?
Woodward Financial Advisors, Inc. reports 10 employees.
Where is Woodward Financial Advisors, Inc. located?
Woodward Financial Advisors, Inc. is based in Chapel Hill, NC and has been SEC-registered since 2009.
Does Woodward Financial Advisors, Inc. disclose fund performance?
Woodward Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Glen Lennox Drive, Suite 110, Chapel Hill, NC 27517 |
| Phone | 919-929-2495 |
| Fax | 919-929-2496 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$641.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$641.5Mregulatory AUM
Discretionary $641.5M