RIA Intel›Advisers›Virginia›WOOD CREEK CAPITAL ADVISORS, LLC

WOOD CREEK CAPITAL ADVISORS, LLC

Advisory

LYNCHBURG, VA

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

Rank in VA

#556

of 588 advisers by AUM

Average account

$138K

across 400 accounts

AUM per adviser

$28M

2 advisers

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

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients261

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, 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

261 clients

23 high-net-worth

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

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