Wood Creek Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$200 per hour for financial planning and consulting
Main office
101 Duncraig Dr., Unit 106
Lynchburg VA 24502
Advisors at this office
2
Most active in
North Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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.
Douglas J
Series 66
Lynchburg, VA
Wood Creek Capital Advisors, LLC
Douglas Jones is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Wood Creek Capital Advisors, LLC since 2020 and previously worked at several firms including LPL Financial LLC and Mass Mutual Investors Services. Wood Creek Capital Advisors serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary and non-discretionary portfolio management, financial planning, and ongoing investment monitoring. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, using fundamental, technical, and charting analysis to guide security selection and asset allocation.
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