A complete list of active advisors currently associated with Wood Capital Investments LLC

Warmer can help you find a great advisor at Wood Capital Investments LLC or one who fits your needs even better.

Wood Capital Investments LLC provides discretionary portfolio management and investment analysis for individuals as well as trusts, estates, corporations and other business entities. The firm discloses it manages approximately $24.8 million across about 47 client accounts and places trades for clients under limited trading authority through qualified custodians. The firm’s investment process combines quantitative, fundamental, technical (charting) and economic analysis, and it employs both long‑term and short‑term purchases within a strategic asset allocation framework. Those methods include short‑term trading and technical/cyclical reviews that can introduce market‑timing elements alongside model‑driven portfolio adjustments. Wood Capital’s brochure details use of a broader set of instruments and strategies—alternative investments, structured notes, options, municipal securities and real estate‑related securities—along with discussions of their specific risks, suggesting it implements more complex, institutional‑style products than many similarly sized independent advisers. The firm also emphasizes discretionary management for corporate and other business‑entity accounts, which distinguishes its client and product mix from peers that focus primarily on individual retail portfolios.

To learn more about the advisors currently working at Wood Capital Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Carter	Raleigh, NC	8

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support