WOODARD & CO ASSET MANAGEMENT GROUP INC
C48
CRD 108199·SEC 801-24818·BERMUDA RUN, NC
AUM
$1.17B
$1B+
Est. Revenue
$11.7M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$28.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $587.9M
'21 · $717.3M
'22 · $813.8M
'23 · $962.7M
'25 · $1.04B
'26 · $1.17B
'20'26
$587.9M → $1.17B▲ +99%
Client mix
| Individuals Other | 1,473 |
| Individuals High Net Worth | 333 |
| Corporations | 11 |
| Charitable Organizations | 10 |
| Other | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
3 advisors → 5 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Union National Bank of North CarolinaAdvance, NC
First Union National Bank of North CarolinaAdvance, NC
Soi Zip Distribution
Stub 1
| AGI | 18,543 |
| Returns | 1,590 |
Stub 2
| AGI | 48,771 |
| Returns | 1,310 |
Stub 3
| AGI | 62,940 |
| Returns | 1,010 |