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- Custodian
- Broadridge · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 18, 2025 and June 29, 2026, reported AUM increased 9.0%, from $1.2B to $1.3B.
Across 5 reported observations, AUM increased 29.6% between June 29, 2022 and June 29, 2026, from $997.1M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 238 clients, or 29.8 clients per representative. That equates to $5.4M in reported AUM per client.
The profile lists 1 reported office location and 58 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Woodstock Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 12 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
SMA allocation detail is available
Woodstock Corporation has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Woodstock Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.