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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
About Wood Creek Capital Advisors, LLC
Wood Creek Capital Advisors is a Lynchburg, VA wealth planning firm providing customized financial planning and portfolio development for individuals and entrepreneurs. The team pairs ongoing advice with investment management, including tax, estate, and insurance planning. Public filings indicate an ETF-heavy discretionary SMA program and custody relationships such as Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS EDWARD JONES
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner, Wealth Planner
- CRD
- #5401512
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM BOVEE KING
--
- CRD
- #1785411
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,070,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,070,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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