# Woodward Financial Advisors, Inc.

Woodward Financial Advisors, Inc. is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/3268598

## Regulatory record

- **CRD number:** 150641
- **SEC file number:** 801-70279
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150641

## About

WOODWARD FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in CHAPEL HILL, NC, registered since 2009. The firm manages approximately $641 million in assets. It has 10 employees and 7 investment advisers.

## Questions

### What is Woodward Financial Advisors, Inc.'s investment strategy?

The firm's investment strategy is not publicly described beyond general financial planning and portfolio management. No targeted sectors, asset classes, or deal structures are disclosed.

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

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