RIA Intel›Advisers›District of Columbia›SULLIVAN WOOD CAPITAL MANAGEMENT, LLC

SULLIVAN WOOD CAPITAL MANAGEMENT, LLC

Advisory

WASHINGTON, DC

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in DC

#97

of 126 advisers by AUM

Average account

$686K

across 128 accounts

AUM per adviser

$88M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$88M

Discretionary AUM$88M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, FL, MD, VA

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

79 clients

32 high-net-worth

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

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