WOOD CAPITAL INVESTMENTS LLC

WOOD CAPITAL INVESTMENTS LLC is an SEC-registered investment adviser (CRD 311573). Regulatory assets under management: $24.8M.

Registration

• CRD: 311573
• Type: Registered investment adviser
• Phone: 910-494-6386
• Latest filing: 2026-04-23
• Regulatory AUM: $24.8M
• Discretionary AUM: $24.8M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search