# Woodard & Co Asset Management Group Inc

> Woodard & Co Asset Management Group Inc is an SEC-registered investment advisory firm in Bermuda Run, NC, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 108199
- Filed as: WOODARD & CO ASSET MANAGEMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bermuda Run, NC
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108199
- AdvisorCensus page: https://advisorcensus.com/firm/woodard-and-co-asset-management-group-inc-bermuda-run-nc-108199

## Quick answers

**How is Woodard & Co Asset Management Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Woodard & Co Asset Management Group Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Woodard & Co Asset Management Group Inc located?**
Woodard & Co Asset Management Group Inc's principal office is in Bermuda Run, NC, according to its Form ADV.

**Is Woodard & Co Asset Management Group Inc registered with the SEC or a state?**
Woodard & Co Asset Management Group Inc is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108199.

**How much does Woodard & Co Asset Management Group Inc manage?**
Woodard & Co Asset Management Group Inc reports $1,167,000,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (98% discretionary).

**How have Woodard & Co Asset Management Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Woodard & Co Asset Management Group Inc: Regulatory assets under management: $813,800,000 in the October 2021 data and $1,167,000,000 in the October 2026 data, up 43%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Woodard & Co Asset Management Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,473); high net worth individuals (333); corporations or other businesses not listed above (11).

**Which custodians does Woodard & Co Asset Management Group Inc use?**
Woodard & Co Asset Management Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Woodard & Co Asset Management Group Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108199

**Does Woodard & Co Asset Management Group Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum account size at WCAMG is $250,000.00."

**What changed in Woodard & Co Asset Management Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,039,000,000 to $1,167,000,000 (+12%). Registered or notice-filed in AK.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000

> The minimum account size at WCAMG is $250,000.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,167,000,000
- Discretionary: $1,144,000,000
- Non-discretionary: $23,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,473 | $461,000,000 |
| High net worth individuals | 333 | $640,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 10 | $38,000,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 11 | $5,000,000 |
| Other | 5 | $23,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1985 (41 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, CA, CO, FL, GA, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wcamg.com](https://wcamg.com)
- Facebook @wcamg
- Instagram instagram.com
- LinkedIn @woodard-&-company-asset-management-group-inc
- X x.com
- YouTube @UCBqEIHeMDXDTfBp54bk6ACw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $813,800,000 | 3 | March 26, 2021 |
| October 2022 | $962,700,000 | 4 | March 30, 2022 |
| October 2023 | $818,000,000 | 4 | March 30, 2023 |
| October 2024 | $911,000,000 | 4 | March 27, 2024 |
| October 2025 | $1,039,000,000 | 5 | March 27, 2025 |
| October 2026 | $1,167,000,000 | 5 | April 30, 2026 |

Regulatory assets under management: $813,800,000 in the October 2021 data and $1,167,000,000 in the October 2026 data, up 43%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,039,000,000 to $1,167,000,000 (+12%).
- Registered or notice-filed in AK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodard & Co Asset Management Group Inc (CRD 108199): Form ADV filing data as of October 2026.