# Woodward Caire Advisors, LLC

> Woodward Caire Advisors, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 316141
- Filed as: WOODWARD CAIRE ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316141
- AdvisorCensus page: https://advisorcensus.com/firm/woodward-caire-advisors-llc-houston-tx-316141

## Quick answers

**How is Woodward Caire Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Woodward Caire Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Woodward Caire Advisors, LLC located?**
Woodward Caire Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Woodward Caire Advisors, LLC registered with the SEC or a state?**
Woodward Caire Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316141.

**How much does Woodward Caire Advisors, LLC manage?**
Woodward Caire Advisors, LLC reports $23,431,849 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Woodward Caire Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24).

**Does Woodward Caire Advisors, LLC report any disciplinary disclosures?**
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/316141

**What changed in Woodward Caire Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Woodward Investment Management, LLC to Woodward Caire Advisors, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $23,431,849
- Discretionary: $23,431,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $23,431,849 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- woodwardim.com
- LinkedIn @woodward-investment-management

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Woodward Investment Management, LLC to Woodward Caire Advisors, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodward Caire Advisors, LLC (CRD 316141): Form ADV filing data as of October 2026.