RIA Intel›Advisers›Wisconsin›BRUCE WOOD CAPITAL, LLC

BRUCE WOOD CAPITAL, LLC

Advisory

MEQUON, WI

Data as of Jul 8, 2026 · Source: SEC Form ADV

Average account

$700K

across 21 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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RB INVESTMENT MANAGEMENT INC.

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