# WOODWARD FINANCIAL ADVISORS, INC.

WOODWARD FINANCIAL ADVISORS, INC. of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 150641
- Type: SEC-registered investment adviser
- SEC file number: 801-70279
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Ronald Miller | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MILLER JEFERY RONALD | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150641/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150641/similar
- Related entities: https://search.stillhousedata.com/firm/150641/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150641

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.