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$24.8M Total AUM
$24.8M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-15-2020
- Office Locations
- 1
Office Locations
-- Raleigh NC
About Wood Capital Investments LLC
Wood Capital Investments is a Raleigh-based boutique portfolio manager providing active, custom-tailored portfolios, research and analysis, and retirement planning. The firm specializes in hedging strategies designed to pursue alpha and manage risk, using vehicles such as ETFs and derivatives. It offers ongoing client reviews plus advisory services and financial seminars; custodies include Interactive Brokers.
Team overview
-- AVG AGE
$24.8M AVG AUM / ADVISOR
$527.7K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
David Glen Carter
Investment Advisor Representative, Owner
- CRD
- #6741076
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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