{
  "crd_number": 311573,
  "slug": "wood-capital-investments-llc-311573",
  "primary_business_name": "WOOD CAPITAL INVESTMENTS LLC",
  "legal_name": "WOOD CAPITAL INVESTMENTS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-12-15",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-23",
  "carried_forward": false,
  "raum_total": 24800000.0,
  "raum_discretionary": 24800000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 6500000.0,
      "count": 21
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 18300000.0,
      "count": 26
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "market_timing",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://woodcapital.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311573",
  "listing_state": "NC",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wood-capital-investments-llc-311573",
  "display_name": "Wood Capital Investments LLC",
  "summary": "Wood Capital Investments LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.",
  "citation": "AdvisorCensus. Wood Capital Investments LLC (CRD 311573): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Market timing services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wood Capital Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wood Capital Investments LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Wood Capital Investments LLC registered with the SEC or a state?",
      "a": "Wood Capital Investments LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311573."
    },
    {
      "q": "How much does Wood Capital Investments LLC manage?",
      "a": "Wood Capital Investments LLC reports $24,800,000 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wood Capital Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (21)."
    },
    {
      "q": "Does Wood Capital Investments LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311573"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wood-capital-investments-llc-311573.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 6500000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 18300000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311573",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}