WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD #108199 SEC #801-24818 BERMUDA RUN, NC 336-998-7000
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
5
Clients
51
Accounts
1,812
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $22M | 5 | 0 |
| Mar 2024 | $911M | $891M | $20M | 4 | 0 |
| Mar 2023 | $818M | $799M | $19M | 4 | 1 |
| Dec 2022 | $962.7M | $933.7M | $29M | 4 | 1 |
| Dec 2022 | $962.7M | $933.7M | $29M | 4 | 1 |
| Mar 2022 | $962.7M | $933.7M | $29M | 4 | 1 |
| Mar 2021 | $813.8M | $784.2M | $29.6M | 3 | 1 |
| Jun 2020 | $717.3M | $688.8M | $28.5M | 3 | 1 |
| Mar 2020 | $717.3M | $688.8M | $28.5M | 3 | 1 |
| Mar 2020 | $717.3M | $688.8M | $28.5M | 3 | 1 |
| Dec 2019 | $587.9M | $560M | $27.9M | 3 | 2 |
| Mar 2019 | $587.9M | $560M | $27.9M | 3 | 2 |
| Mar 2018 | $633.4M | $601.7M | $31.7M | 3 | 4 |
| Feb 2017 | $540.7M | $540.7M | $0 | 5 | 1,600 |
| Mar 2016 | $504.5M | $504.5M | $0 | 6 | 1,600 |
| Mar 2015 | $500M | $500M | $0 | 6 | 1,500 |
| Mar 2014 | $458.2M | $458.2M | $0 | 6 | 1,500 |
| Feb 2013 | $402.1M | $402.1M | $0 | 5 | 1,500 |
| Jan 2012 | $354.2M | $354.2M | $0 | 1 | 2,000 |
| Mar 2011 | $365.6M | $365.6M | $0 | 5 | -- |
| Jan 2008 | $443.1M | $443.1M | $0 | 5 | -- |
| Feb 2007 | $383.6M | $383.6M | $0 | 5 | -- |
| Jan 2006 | $307.6M | $307.6M | $0 | 5 | -- |
| Jan 2004 | $199.1M | $199.1M | $0 | 5 | -- |
| Jan 2004 | $139.6M | $139.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$22M
Employees5
Clients0
DateMar 2024
Total AUM$911M
Discretionary$891M
Non-Disc.$20M
Employees4
Clients0
DateMar 2023
Total AUM$818M
Discretionary$799M
Non-Disc.$19M
Employees4
Clients1
DateDec 2022
Total AUM$962.7M
Discretionary$933.7M
Non-Disc.$29M
Employees4
Clients1
DateDec 2022
Total AUM$962.7M
Discretionary$933.7M
Non-Disc.$29M
Employees4
Clients1
DateMar 2022
Total AUM$962.7M
Discretionary$933.7M
Non-Disc.$29M
Employees4
Clients1
DateMar 2021
Total AUM$813.8M
Discretionary$784.2M
Non-Disc.$29.6M
Employees3
Clients1
DateJun 2020
Total AUM$717.3M
Discretionary$688.8M
Non-Disc.$28.5M
Employees3
Clients1
DateMar 2020
Total AUM$717.3M
Discretionary$688.8M
Non-Disc.$28.5M
Employees3
Clients1
DateMar 2020
Total AUM$717.3M
Discretionary$688.8M
Non-Disc.$28.5M
Employees3
Clients1
DateDec 2019
Total AUM$587.9M
Discretionary$560M
Non-Disc.$27.9M
Employees3
Clients2
DateMar 2019
Total AUM$587.9M
Discretionary$560M
Non-Disc.$27.9M
Employees3
Clients2
DateMar 2018
Total AUM$633.4M
Discretionary$601.7M
Non-Disc.$31.7M
Employees3
Clients4
DateFeb 2017
Total AUM$540.7M
Discretionary$540.7M
Non-Disc.$0
Employees5
Clients1,600
DateMar 2016
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees6
Clients1,600
DateMar 2015
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees6
Clients1,500
DateMar 2014
Total AUM$458.2M
Discretionary$458.2M
Non-Disc.$0
Employees6
Clients1,500
DateFeb 2013
Total AUM$402.1M
Discretionary$402.1M
Non-Disc.$0
Employees5
Clients1,500
DateJan 2012
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees1
Clients2,000
DateMar 2011
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$383.6M
Discretionary$383.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$307.6M
Discretionary$307.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees5
Clients--