RIA Intel›Advisers›Texas›WOODWARD INVESTMENT MANAGEMENT, LLC

WOODWARD INVESTMENT MANAGEMENT, LLC

Advisory

TX

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

Rank in TX

#2,080

of 2,813 advisers by AUM

Average account

$689K

across 34 accounts

AUM per adviser

$12M

2 advisers

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

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

24 clients

24 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 TX

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

HANCOCK-SMITH, LLC

$23M

MAGISTER WEALTH GROUP LLC

$23M

MCCLURE CAPITAL ADVISORS, INC.

$23M

DEEP THINK INVESTMENTS, LLC

$23M

RELYON FINANCIAL ADVISORS, LLC

SAN ANTONIO, TX

$24M

SUNPORT CAPITAL, LLC

SAN ANTONIO, TX

$24M

Get the full picture on WOODWARD INVESTMENT MANAGEMENT, LLC

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

Create a free account →See plans