Woodard & Co Asset Management Group Inc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 1,832
- Avg AUM / client
- $637K
- Accounts
- 1,832
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,473 | $461M | 39.5% |
| High net worth individuals | 333 | $640M | 54.8% |
| Charitable organizations | 10 | $38.0M | 3.26% |
| Corporations and other businesses | 11 | $5.0M | 0.43% |
| Other | 5 | $23.0M | 1.97% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joan Holland Woodard | Treasurer | Jan 1998 (29y) | Less than 5% | |
| John Bennett Woodard | President | Jan 1998 (29y) | 75% or more | |
| Todd Franklin Senter | Dir. Of Ops. & Cco | CFP | Jan 2018 (9y) | Less than 5% |
| Matthew Pearson Blades | Registered representative | CFP | Sep 2021 (5y) | |
| John Bennett Woodard | Registered representative | Aug 2024 (2y) |
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) | 04/30/2026 | 899 KB | 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.2B (100% of AUM) Apr 2026
- Fidelity Investments Institutional Services Company, Inc. $587M (100% of AUM) Dec 2019
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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗