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WOODS ADVISORY SERVICES LLC

Advisory

TOWSON, MD

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$477K

across 57 accounts

AUM per adviser

$27M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$27M

Discretionary %

100%

Clients

37

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

37 clients

6 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 MD

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

REYNOLDS, EDWARD KIM

$27M

WELLINGTON CAPITAL MANAGEMENT, INC.

CHEVY CHASE, MD

$27M

MIDDLETON ADVISORY, LLC

BETHESDA, MD

$27M

PROFIT INVESTMENT MANAGEMENT, LLC

NORTH BETHESDA, MD

$27M

+20.6% 1Y

RIVERVIEW ASSET MANAGEMENT, INC.

$26M

RDK STRATEGIES, LLC

TOWSON, MD

$28M

-99.0% 1Y

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