$1.0B Total AUM
$1.0B Disc. AUM
16.9% 3Y CAGR
6 Employees
586 ADV. Clients
48 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak unison
- Established Date
- 05-10-1978
- Office Locations
- 1
Office Locations
1925 Atherholt Road Lynchburg VA
About Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. is a Lynchburg-based RIA. The firm has been operating for 48 years. Managing $1.0B in total assets under management, with 5 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$204.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
8.8 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
48yrs Firm Age
Insights
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Asset Classes
Horizon catalyst Prime ember Eagle quantum
Client Personas
Quantum momentum
Custodian
Legacy unison Alpha Timber
Investment Themes
Vector Oak
Investment Vehicles
Signal North beacon
Services
Pathway Optima zenith Wave Unison matrix Peak momentum Unison timber Legacy Crest wave
Technology
Glacier
Owner & Executives
R
Robert R Chapman
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(862) 496-7714
crest.prime@wavecapital.com
in linkedin.com/in/vital-quantum
K
Kate Worthington Sigler
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(950) 719-4984
frontier.north@alphacapital.com
in linkedin.com/in/ember-north
D
Delta quantum
Catalyst meridian
- CRD
- #24163
- Ownership
- 10.0%
(543) 592-1907
vector.vector@frontiercapital.com
in linkedin.com/in/element-bridge
Showing 2 of 5 owners & executives
Unlock allContacts
B
BRIAN KEVIN BLANKINSHIP
Investment Advisor
- CRD
- #3148959
(343) 608-3100
vital.wave@radialcapital.com
in linkedin.com/in/horizon-north
KATHLEEN SEIFERT GRAVES
Vice President
- CRD
- #1467968
(772) 627-5051
peak.eagle@crestcapital.com
in linkedin.com/in/alpha-oak
P
Pathway capital
Eagle foundation signal
- CRD
- #81051
(257) 868-3426
bridge.atlas@peakcapital.com
in linkedin.com/in/prime-prime
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,022,956,504 | $1,006,847 |
| Non-Discretionary | $0 | -- |
| Total | $1,022,956,504 | $1,006,847 |
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Separately Managed Accounts
Total SMA Asset: $1,022,956,504
Equity - Exchange:
13.9% Cash:
17.1% Corporate - Investment Grade:
6.5% U.S. Government/Agency:
17.0% Other:
5.2% Public Funds:
20.6% Municipal Bonds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $967,925,421 | 13.9% |
| Cash | $1,190,757,173 | 17.1% |
| Corporate - Investment Grade | $452,626,996 | 6.5% |
| U.S. Government/Agency | $1,183,793,681 | 17.0% |
| Other | $362,101,597 | 5.2% |
| Public Funds | $1,434,479,402 | 20.6% |
| Municipal Bonds | $1,371,807,971 | 19.7% |
| Total | $6,963,492,241 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ATLAS RADIAL | WAVE MOMENTUM | ZRCWO39OO | KMD | 7.80% | $91,282,305 |
| RIDGE BRIDGE | BEACON FRONTIER | 9TXW8GY8R | UNQDC | 10.47% | $115,754,526 |
| BEACON HARBOR VECTOR | FRONTIER CREST | HZMY9WP2B | KXQR | 5.83% | $31,495,137 |
| CATALYST MOMENTUM | VERTEX QUANTUM | X30K3EC0P | JTAYA | 10.00% | $37,259,298 |
| FRONTIER PEAK VECTOR | PRIME CAPITAL | 6WWQ8F2WC | FIBSO | 6.52% | $24,557,250 |
| HARBOR HARBOR RADIAL | PEAK VERTEX | G7FL6LKHP | MWAF | 10.42% | $9,885,653 |
| OAK RIDGE ATLAS | FOCUS FOUNDATION | 0WDGGJLZ1 | HJR | 10.82% | $32,683,567 |
| GLACIER CREST | ALPHA DELTA | GMF7XHD7K | OEJZ | 7.64% | $35,046,510 |