Woodlock House Family Capital
Woodlock House Family Capital is an SEC-registered asset manager with $164.6M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Woodlock House Family Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300051, SEC 801-132439, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $164.6M (2026-03-23)
- Firm type
- Asset Manager
- Employees
- 1
- Clients
- 1
- CRD
- 300051
- Ownership
- AGORA SECURITIES, LLC; ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST; Bonner, Maria, Shepherd; DECAMPO, MARGARET, FRANCES; WOODLOCK ADVISORY, LLC
How much AUM does Woodlock House Family Capital have?
Woodlock House Family Capital reported $164.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Woodlock House Family Capital?
Disclosed owners and executives of Woodlock House Family Capital include AGORA SECURITIES, LLC, ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST, Bonner, Maria, Shepherd, DECAMPO, MARGARET, FRANCES, WOODLOCK ADVISORY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.