Pettyjohn, Wood & White, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$929,985,006
Clients
562
Advisors
5
of 6 employees
About
Pettyjohn, Wood & White, Inc. manages approximately $1.02 billion in client assets and provides discretionary portfolio management primarily for individuals and families, including high‑net‑worth clients, as well as trusts, estates, qualified retirement plans, and foundations. Like most team firms, it generally charges percentage‑of‑AUM fees and focuses on customized portfolio services for individual clients.
The firm’s investment process is client‑driven and customized: portfolio objectives and risk profiles are set through a comprehensive review of each client’s financial picture, and portfolios are managed on a discretionary basis with an emphasis on both appreciation and current income. Equity selection combines bottom‑up fundamental analysis with top‑down sector considerations, while fixed‑income exposure is typically managed as a largely passive ladder; ETFs and mutual funds are used selectively for diversification and efficiency.
What sets the firm apart from many peers is its corporate structure and related operational services: it is a wholly‑owned subsidiary of Bank of the James Financial Group and operates alongside bank and insurance affiliates, with referral arrangements for bank and insurance products (while prohibiting advisory recommendations on parent‑company securities). The firm also operates a bill‑paying service (through a wholly‑owned subsidiary and standing letters of authorization/ACH arrangements) and accepts certain custody‑type authorities for some clients, practices that have led to annual surprise custody examinations and reflect a broader set of service capabilities than is typical for similarly sized independent teams.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.5%
Account minimum: $1,000,000 Minimum fee: Minimum fee is negotiable; no specific amount stated Fee-only: Investment advisory fees based on assets under management; no commissions charged.
Main office
1925 Atherholt Road
Lynchburg VA 24501
Advisors at this office
5
Most active in
Colorado · Florida · Georgia · Louisiana · Maryland · New Hampshire · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Old Dominion Client Services, LLC · Pettyjohn Co · Pettyjohn, Wood & White, Inc. · The Pettyjohn Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian B
Series 63, Series 65
Lynchburg, VA
Pettyjohn, Wood & White, Inc.
Brian Blankinship is a financial advisor at Pettyjohn, Wood & White, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. Pettyjohn, Wood & White, Inc. manages approximately $1.02 billion in client assets, providing discretionary portfolio management primarily for individuals, families, trusts, estates, qualified retirement plans, and foundations. The firm employs a client-driven, customized investment approach that integrates bottom-up fundamental analysis with top-down sector considerations and offers additional operational services through its affiliation with Bank of the James Financial Group.
Gorham W
Series 63, Series 65
Lynchburg, VA
Pettyjohn, Wood & White, Inc.
Gorham Wood is a financial advisor at Pettyjohn, Wood & White, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, with selective use of ETFs and mutual funds, and conducts day-to-day account oversight through its five portfolio managers.
Charles W
CFA®, Series 65
Lynchburg, VA
Pettyjohn, Wood & White, Inc.
Charles White is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Pettyjohn, Wood & White, Inc. He has been with the firm since 2014. Outside of his advisory role, he serves on the board of directors for Moore & Giles, Inc., a leather goods company. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, qualified retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, applying both fundamental and sector analysis tailored to clients’ specific needs.
Charles N
Series 65
Lynchburg, VA
Pettyjohn, Wood & White, Inc.
Charles Nowlin is a financial advisor at Pettyjohn, Wood & White, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Pettyjohn, Wood & White since 2014. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, using ETFs and mutual funds selectively for diversification and efficiency.
Kathleen G
Series 63, Series 65
Lynchburg, VA
Pettyjohn, Wood & White, Inc.
Kathleen Graves is a financial advisor with Pettyjohn, Wood & White, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her prior roles include positions at SunTrust Advisory Services and SunTrust Bank. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm focuses on customized, balanced portfolios combining individual equities and fixed income, with portfolio management tailored to clients’ specific time horizons, tax situations, and liquidity needs.
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