WOODWARD FINANCIAL ADVISORS, INC.

WOODWARD FINANCIAL ADVISORS, INC. of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 150641). Regulatory assets under management: $641.5M.

Registration

• CRD: 150641
• SEC file number: 801-70279
• Type: Registered investment adviser
• Location: 101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, 27517
• Phone: 919-929-2495
• Latest filing: 2026-04-30
• Regulatory AUM: $641.5M
• Discretionary AUM: $641.5M
• Clients: 10
• Accounts: 1,084

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150641 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search