Woodward Financial Advisors, Inc.
Woodward Financial Advisors, Inc. is an SEC-registered wealth manager in Chapel Hill, NC with $641.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Woodward Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150641, SEC 801-70279, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $641.5M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Chapel Hill, NC
- Employees
- 10
- Clients
- 203
- CRD
- 150641
- Ownership
- MILLER, JAMES, RONALD
How much AUM does Woodward Financial Advisors, Inc. have?
Woodward Financial Advisors, Inc. reported $641.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Woodward Financial Advisors, Inc.?
Disclosed owners and executives of Woodward Financial Advisors, Inc. include MILLER, JAMES, RONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.