Woodard & CO Asset Management Group INC

Financial planning in Bermuda Run, NC

SEC registeredNo commissions reported

Call (336) 998-7000 Send a message Map ↗

Public-record details

Address: 117 Kinderton Boulevard, Bermuda Run, NC 27006
Phone: (336) 998-7000
Listed under: Financial planning, % of assets managed, Retirement plan consulting
CRD number: 108199
Registration: SEC registered since 1985-08-01
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $1.2 billion
Accounts managed: 1,832
Clients reported (Form ADV 5.D): 1,832
Individual / high-net-worth clients: 1,473 / 333
Employees: 5
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-30

SEC registered investment adviser, CRD 108199, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 108199 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.