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- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-04-1968
- Office Locations
- 1
Office Locations
About Woodstock Corporation
Woodstock Corporation is a Boston-based investment adviser serving both retail and institutional clients. The firm builds discretionary portfolios with an asset-allocation focus, using ETFs as the core vehicle and supplementing with mutual funds. Services include portfolio construction, estate planning and insurance coordination. Custody commonly through Fidelity/NFS or SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM HENRY DARLING
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
ADRIAN GREGORY DAVIES
Chief Investment Officer, President
- CRD
- #6219281
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BENJAMIN GARDNER DAWSON
Portfolio Manager
- CRD
- #1173024
James H. Garrett
Vice President
- CRD
- #8041328
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,291,874,460 | $2,238,951 |
| Non-Discretionary | $0 | -- |
| Total | $1,291,874,460 | $2,238,951 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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