RIA Intel›Advisers›Delaware›WOOD CAPITAL INVESTMENTS LLC

WOOD CAPITAL INVESTMENTS LLC

Advisory

Data as of Apr 23, 2026 · Source: SEC Form ADV

Average account

$528K

across 47 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

47 clients

26 high-net-worth

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

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Advisers of similar size in DE

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

KALA CAPITAL PARTNERS, LLC

$25M

VENTURE PARTNERS WEALTH MANAGEMENT, LLC

$25M

BULL & BEAR ADVISORS LLC

$25M

GUNNIP INVESTMENT AND FINANCIAL ADVISORS LLC

WILMINGTON, DE

$25M

FPG INVESTMENTS, LLC

$25M

-0.3% 1Y

EXEMPLAR WEALTH PARTNERS LLC

$24M

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