Wood Creek Capital Advisors, LLC

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Client assets under management

$55,070,000

Clients

261

9% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

131

Very High

Average account size

$210,996

About

Wood Creek Capital Advisors serves individual and high‑net‑worth clients as well as trusts and estates, providing discretionary and non‑discretionary portfolio management, financial planning, and ongoing investment monitoring. The firm also offers direct management of variable annuity and variable life product subaccounts as part of its advisory services.

Investment programs are built around each client’s stated goals, time horizon, and risk tolerance, and the firm applies a mix of fundamental, technical, and charting analysis to inform security selection and asset allocation. Accounts are reviewed at least quarterly, and annuity and life product portfolios are monitored on an annual basis.

The firm is a small, owner‑controlled adviser with two advisors and roughly $55 million in assets under management that does not impose an account minimum. Noteworthy operational features disclosed in the brochure include direct management of annuity and life products, a firm proprietary trading account and affiliated persons’ personal trading (subject to quarterly review), a recommendation of Charles Schwab as custodian with associated custodial benefits, and external compensation from insurance sales — all of which the firm says are addressed through disclosures, policies, and its fiduciary obligations.

Client services

Financial planning Portfolio management Variable annuity and life management

Expertise

Options & derivatives strategies

Fee options

Project-based

$200 per hour for financial planning and consulting

Main office location

Wood Creek Capital Advisors, LLC

101 Duncraig Dr., Unit 106

Lynchburg VA 24502, United States

Number of offices

Most active in

North Carolina · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 434-665-3332

Advisors at this firm

William K

ChFC®, Series 63, Series 65

Lynchburg, VA

Wood Creek Capital Advisors, LLC

William King is a ChFC® credentialed financial advisor at Wood Creek Capital Advisors, LLC with 37 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company for over three decades. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and variable life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs, conducting regular portfolio reviews and accommodating client-imposed restrictions.

Options & derivatives strategies

Douglas J

Series 66

Lynchburg, VA

Wood Creek Capital Advisors, LLC

Douglas Jones is a financial advisor with Wood Creek Capital Advisors, LLC in Lynchburg, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial LLC, Colonial River Investments, LLC, and Massmutual Life Insurance Company. Jones also operated as a sole proprietor from 2017 to 2020. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to create customized investment programs and offers ongoing monitoring and periodic account reviews.

Options & derivatives strategies

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