Woodward Diversified Capital, Llc
- Regulatory AUM
- $610M
- Discretionary
- $610M
- Clients
- 451
- Avg AUM / client
- $1.4M
- Accounts
- 438
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 285 | $25.5M | 4.18% |
| High net worth individuals | 111 | $332M | 54.4% |
| Pooled investment vehicles (non-investment companies) | 11 | $218M | 35.8% |
| Pension and profit sharing plans | 22 | $20.6M | 3.37% |
| Charitable organizations | 9 | $5.7M | 0.94% |
| Corporations and other businesses | 13 | $7.8M | 1.29% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $177M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wdc Energy, Llc | Private Equity Fund | Delaware | $117M | 84 |
| Wdc Energy Ii Green River Llc | Private Equity Fund | Delaware | $34.9M | 99 |
| Wdc Credit Fund, Llc | Private Equity Fund | Delaware | $8.5M | 57 |
| Wdc Rondo, Llc | Private Equity Fund | Delaware | $6.6M | 7 |
| Wdc Technology Fund 1, Llc | Private Equity Fund | Delaware | $4.7M | 39 |
| Wdc Qualified Credit Fund, Llc | Private Equity Fund | Delaware | $2.6M | 45 |
| Wdc Space X, Llc | Private Equity Fund | Delaware | $2.6M | 45 |
| Wdc Biotech Fund I, Llc | Private Equity Fund | Delaware | $0 | 17 |
| Wdc Fund 1, Llc | Private Equity Fund | Delaware | $0 | 67 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beau Thomas Woodward | Partner | Oct 2019 (7y) | 25% – 50% | |
| Gabriel Thomas Woodward | Partner | Oct 2019 (7y) | 25% – 50% | |
| Thomas Dorsey Woodward | Partner, Chief Compliance Officer | Oct 2019 (7y) | 25% – 50% | |
| Caleb James Richmond | Registered representative | Jan 2026 (1y) |
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.
Private funds (9, $177M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wdc Energy, Llc | Private Equity Fund | $117M | $250K | 84 |
| Wdc Energy Ii Green River Llc | Private Equity Fund | $34.9M | $250K | 99 |
| Wdc Credit Fund, Llc | Private Equity Fund | $8.5M | $250K | 57 |
| Wdc Rondo, Llc | Private Equity Fund | $6.6M | $25.0K | 7 |
| Wdc Technology Fund 1, Llc | Private Equity Fund | $4.7M | $25.0K | 39 |
| Wdc Qualified Credit Fund, Llc | Private Equity Fund | $2.6M | $250K | 45 |
| Wdc Space X, Llc | Private Equity Fund | $2.6M | $25.0K | 45 |
| Wdc Biotech Fund I, Llc | Private Equity Fund | $0 | $25.0K | 17 |
| Wdc Fund 1, Llc | Private Equity Fund | $0 | $250K | 67 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 3.04 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Folio Investments, Inc. $231M (38% of AUM) Mar 2026
- Wells Fargo $160M (26% 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗