Key facts
- WOODWARD FINANCIAL ADVISORS, INC. is a other based in CHAPEL HILL, NC.
- WOODWARD FINANCIAL ADVISORS, INC. reports $4.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 150641- Regulatory AUM
- $4.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- CHAPEL HILL, NC
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WOODWARD FINANCIAL ADVISORS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WOODWARD FINANCIAL ADVISORS, INC.'s AUM?
- WOODWARD FINANCIAL ADVISORS, INC. manages approximately $4.0M in assets.