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WOODLOCK HOUSE FAMILY CAPITAL

· CRD 300051 · IAPD ↗ · woodlockhousefamilycapital.com · 240-644-8169

$164.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
April 2025 — WOODLOCK HOUSE FAMILY CAPITAL (location n/a) is newly SEC-registered with $189.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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