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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1985
- Office Locations
- 1
Office Locations
About Woodard & CO Asset Management Group INC
Woodard & Company Asset Management Group (WCAMG) is an independent, privately owned RIA founded in 1985 serving individuals and institutions. It provides discretionary, fee-only portfolio management grounded in fundamental analysis, using traditional vehicles such as stocks, funds and CDs, and includes financial planning at no additional charge for clients. A team-based investment process (no separate advisor books) is designed to reduce conflicts; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN BENNETT WOODARD JR
Investment Advisor, President
- CRD
- #703241
- Ownership
- 75% or more
JOHN BENNETT WOODARD III
Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7966048
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Matthew Pearson Blades
Financial Advisor, General Partner
- CRD
- #6638342
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,144,000,000 | $626,163 |
| Non-Discretionary | $23,000,000 | $4,600,000 |
| Total | $1,167,000,000 | $637,009 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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