Pettyjohn, Wood & White, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 586
- Avg AUM / client
- $1.7M
- Accounts
- 1,016
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Investments (13F portfolio — 214 positions, $627,921,659)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $33,550,521 | 132,198 | 5.34% | 3.28% |
| 2 | State Str Spdr S&P 500 Etf T | TR UNIT | $30,971,886 | 47,624 | 4.93% | 3.03% |
| 3 | Alphabet Inc | CAP STK CL A | $26,986,931 | 93,848 | 4.3% | 2.64% |
| 4 | Microsoft Corp | COM | $26,234,249 | 70,871 | 4.18% | 2.56% |
| 5 | Walmart Inc | COM | $19,703,686 | 158,543 | 3.14% | 1.93% |
| 6 | Jpmorgan Chase & Co | COM | $18,775,645 | 63,828 | 2.99% | 1.84% |
| 7 | Exxon Mobil Corp | COM | $18,155,222 | 107,009 | 2.89% | 1.77% |
| 8 | Berkshire Hathaway Inc Del | CL B NEW | $15,565,854 | 32,483 | 2.48% | 1.52% |
| 9 | Invesco Qqq Tr | UNIT SER 1 | $15,551,538 | 26,944 | 2.48% | 1.52% |
| 10 | Johnson & Johnson | COM | $14,193,327 | 58,065 | 2.26% | 1.39% |
| 11 | Vanguard Specialized Funds | DIV APP ETF | $13,908,484 | 64,673 | 2.22% | 1.36% |
| 12 | Rtx Corporation | COM | $12,273,649 | 63,627 | 1.95% | 1.2% |
| 13 | Procter & Gamble Co | COM | $12,189,437 | 84,391 | 1.94% | 1.19% |
| 14 | Amazon Com Inc | COM | $11,607,512 | 55,733 | 1.85% | 1.13% |
| 15 | Home Depot Inc | COM | $10,976,673 | 33,375 | 1.75% | 1.07% |
| 16 | Abbvie Inc | COM | $10,356,657 | 47,619 | 1.65% | 1.01% |
| 17 | Chevron Corporation | COM | $10,133,342 | 48,977 | 1.61% | 0.99% |
| 18 | Pepsico Inc | COM | $9,983,129 | 64,287 | 1.59% | 0.98% |
| 19 | Bank America Corp | COM | $9,633,341 | 197,607 | 1.53% | 0.94% |
| 20 | Cisco Sys Inc | COM | $9,597,975 | 123,701 | 1.53% | 0.94% |
| 21 | Ishares Tr | CORE S&P MCP ETF | $9,204,727 | 136,306 | 1.47% | 0.9% |
| 22 | Vanguard Index Fds | S&P 500 ETF SHS | $8,270,710 | 13,841 | 1.32% | 0.81% |
| 23 | Honeywell Intl Inc | COM | $8,002,367 | 35,404 | 1.27% | 0.78% |
| 24 | Nvidia Corporation | COM | $7,982,812 | 45,773 | 1.27% | 0.78% |
| 25 | Norfolk Southn Corp | COM | $7,639,366 | 26,618 | 1.22% | 0.75% |
Top 25 of 214 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 275 | $106M | 10.4% |
| High net worth individuals | 287 | $824M | 80.5% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 3 | $13.3M | 1.3% |
| Charitable organizations | 9 | $54.4M | 5.32% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 12 | $25.3M | 2.47% |
| Other | 0 | $0 | — |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Baber White | Director/Executive Vice President | CFA | Dec 2012 (14y) | Less than 5% |
| Gorham Barney Wood | Director/President | Dec 2012 (14y) | Less than 5% | |
| Chapman, Robert, R | Director | Jan 2022 (5y) | Less than 5% | |
| Scruggs, Jeffrey, Todd | Chairman Of The Board Of Directors | Jan 2022 (5y) | Less than 5% | |
| Sorenson, Eric, J | Director | Jan 2024 (3y) | Less than 5% | |
| Sigler, Kate, Worthington | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Brian Kevin Blankinship | Registered representative | Nov 2007 (19y) | ||
| Charles Shepherd Nowlin | Registered representative | Feb 2014 (12y) | ||
| Kathleen Seifert Graves | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bank Of The James Financial Group, Inc. | Shareholder | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗