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WOODARD & CO ASSET MANAGEMENT GROUP INC

BERMUDA RUN, NC · CRD 108199 · IAPD ↗ · 336-998-7000

$1.17BRegulatory AUM
5Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — WOODARD & CO ASSET MANAGEMENT GROUP INC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — WOODARD & CO ASSET MANAGEMENT GROUP INC crossed $1B in regulatory AUM ($911.0M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.