CRD: 306299
Woodward Diversified Capital, LLC
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- Custodian
- Folio Investments · Goldman Sachs · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-05-2019
- Office Locations
- 1
Office Locations
About Woodward Diversified Capital, LLC
Woodward Diversified Capital is a Bakersfield, CA RIA serving retail and institutional investors with financial planning and discretionary portfolio management tailored to each client’s goals and risk profile. The team blends ETF- and public-fund portfolios with select non-traditional opportunities, focusing on investments that complement core allocations and aim to capitalize on both sides of the balance sheet.
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Owner & Executives
BEAU THOMAS WOODWARD
Partner
- CRD
- #3177273
- Ownership
- 25% but less than 50%
GABRIEL THOMAS WOODWARD
Partner
- CRD
- #2820309
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Caleb James Richmond
Financial Advisor, General Partner
- CRD
- #7006596
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $609,778,872 | $1,392,189 |
| Non-Discretionary | $0 | -- |
| Total | $609,778,872 | $1,392,189 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | 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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