A complete list of active advisors currently associated with Woodward Diversified Capital, LLC

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

Woodward Diversified Capital is a fee-only, SEC‑registered investment adviser that manages about $610 million for roughly 400 clients, including individual and high‑net‑worth investors, trusts, businesses, retirement plans and pooled investment vehicles. The firm provides investment and wealth management, financial planning, selection of independent managers, fiduciary services for plan sponsors, and portfolio management for private equity funds and other pooled vehicles. The firm constructs customized, risk‑adjusted and tax‑aware portfolios using a mix of active and passive strategies across equities, fixed income, ETFs, mutual funds and, where appropriate, alternative investments and digital assets. Woodward Diversified Capital generally manages accounts on a discretionary basis, monitors selected third‑party managers, and tailors allocations to clients’ stated objectives and risk profiles. What distinguishes the firm from many peers is its role as managing member and investment manager to a suite of sector‑focused private funds (energy, technology, biotech, space and others), including a recently launched X.AI fund, and the related use of performance‑based compensation and pooled structures. The firm also sponsors a wrap fee program and provides portfolio management for pooled vehicles, arrangements that create side‑by‑side management considerations the firm addresses through documented allocation and disclosure practices.

To learn more about the advisors currently working at Woodward Diversified Capital, 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.