Woodward Caire Advisors, LLC

Woodward Caire Advisors serves high‑net‑worth individuals, trusts, family offices, pooled vehicles and other registered advisers, and generally applies a preferred $1 million minimum for direct management. The firm provides discretionary wealth management and portfolio management with integrated financial planning at no additional fee, and also offers model‑provider services, RIA consulting, and organizational coaching and education.

The firm’s investment approach is built on a “SGARP” (Sustainable Growth at a Reasonable Price) philosophy implemented through a repeatable, bottom‑up process that is roughly 60% quantitative and 40% qualitative, with a technical overlay and formal sell discipline. Strategies include a Small Companies SMID‑style portfolio, a concentrated Leading Firms strategy that may hedge or short market indices (and a long‑only variant), plus a separate fixed‑income program used to complement equity allocations.

Compared with many peers, the firm discloses predecessor‑firm performance following a 2026 name and ownership change and publishes performance results and third‑party endorsements in its marketing materials; it also engages and pays independent solicitors for client referrals. Its business mix is noteworthy for a small adviser—managing roughly $23 million for 24 client relationships with two advisors—because it actively serves as a model provider and RIA consultant (including a revenue‑share arrangement) and uses specific operational rules for fixed‑income allocation, such as a randomized priority process when securities are limited.