RIA Intel›Advisers›Iowa›WOODLANDS CAPITAL MANAGEMENT, LLC

WOODLANDS CAPITAL MANAGEMENT, LLC

Advisory

CLIVE, IA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$712K

across 8 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

3 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IA

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

INVESTAMERICA L&C MANAGEMENT II, INC

CEDAR RAPIDS, IA

$5M

$5M

TERRELL ADVISORS, LLC

WINDSOR HEIGHTS, IA

$7M

CLARITY CAPITAL MANAGEMENT, INC.

WEST DES MOINES, IA

$4M

ALBA FINANCIAL LLC

COUNCIL BLUFFS, IA

$4M

ALPHABIT INVESTMENTS, LLC

FOREST CITY, IA

$8M

Get the full picture on WOODLANDS CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WOODLANDS CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans