# Woodard & Co Asset Management Group

Woodard & Co Asset Management Group is an Asset Manager based in Bermuda Run, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bermuda Run, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 108199
- **SEC file number:** 801-24818
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108199

## About

WOODARD & CO ASSET MANAGEMENT GROUP INC is an SEC-registered investment adviser in BERMUDA RUN, NC, since 1985. The firm manages $1.2 billion in assets, with $1.1 billion on a discretionary basis. It has 5 employees and 5 investment advisers.

## Questions

### Who runs investment decisions at Woodard & Co Asset Management Group?

The firm has not publicly named any principals or investment committee members. There is no information available through standard public records or corporate filings that identifies leadership.

### What investment strategy does Woodard & Co Asset Management Group follow?

No strategy documentation, sector preferences, or target asset classes have been disclosed. The firm's investment approach is not publicly known.

### Does Woodard & Co Asset Management Group have any publicly known portfolio companies?

No portfolio companies or direct investments have been reported in public sources. The firm's investment holdings are undisclosed.

### Where is Woodard & Co Asset Management Group headquartered?

The firm is based in the United States, but a specific city or office address has not been publicly confirmed.

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Last updated: 2026-06-03T20:00:00.000Z

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