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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2021
- Office Locations
- 1
Office Locations
About Woodward Investment Management, LLC
Woodward Investment Management (Houston, TX) provides wealth advisory and investment management built on its SGARP (Sustainable Growth at a Reasonable Price) philosophy and long-term ownership of high-quality businesses. Offerings include comprehensive planning with tax and estate coordination, an all-cap concentrated “Leading Firms” strategy managed in SMAs (long-only or long/short) with transparency, daily liquidity, and no performance fees or lockups, plus a diversified small-cap portfolio. The firm claims GIPS® compliance.
Team overview
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Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
THOMAS MADISON WOODWARD
Branch Manager, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #6249878
- Ownership
- 75% or more
ANISA ELENA PEREZ
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,431,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,431,849 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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