WOODWARD FINANCIAL ADVISORS, INC.
CRD #150641 SEC #801-70279 CHAPEL HILL, NC 919-929-2495
SEC Registered
Total AUM
$574.3M
Discretionary
$574.3M
Employees
11
Clients
101
Accounts
197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $574.3M | $574.3M | $0 | 11 | 0 |
| Sep 2025 | $574.3M | $574.3M | $0 | 11 | 0 |
| May 2025 | $574.3M | $574.3M | $0 | 11 | 0 |
| Mar 2025 | $574.3M | $574.3M | $0 | 11 | 0 |
| Mar 2025 | $574.3M | $574.3M | $0 | 11 | 0 |
| Mar 2025 | $574.3M | $574.3M | $0 | 11 | 0 |
| Sep 2024 | $511.2M | $511.2M | $0 | 6 | 0 |
| Mar 2024 | $511.2M | $511.2M | $0 | 6 | 0 |
| Mar 2023 | $455.3M | $455.3M | $0 | 6 | 0 |
| Apr 2022 | $511.3M | $511.3M | $0 | 11 | 0 |
| Dec 2021 | $470.9M | $470.9M | $0 | 8 | 0 |
| Apr 2021 | $470.9M | $470.9M | $0 | 8 | 0 |
| Feb 2021 | $470.9M | $470.9M | $0 | 8 | 0 |
| Jun 2020 | $394.7M | $394.7M | $0 | 8 | 0 |
| Apr 2020 | $394.7M | $394.7M | $0 | 8 | 0 |
| Mar 2020 | $394.7M | $394.7M | $0 | 8 | 0 |
| Mar 2019 | $324.4M | $324.4M | $0 | 7 | 0 |
| Sep 2018 | $334.1M | $334.1M | $0 | 8 | 3 |
| Feb 2018 | $334.1M | $334.1M | $0 | 8 | 3 |
| Mar 2017 | $272.7M | $272.7M | $0 | 7 | 100 |
| Mar 2016 | $210.9M | $210.9M | $0 | 6 | 100 |
| Nov 2015 | $191.9M | $191.9M | $0 | 6 | 100 |
| Apr 2015 | $191.9M | $191.9M | $0 | 6 | 100 |
| Mar 2015 | $191.9M | $191.9M | $0 | 6 | 100 |
| Oct 2014 | $175.1M | $175.1M | $0 | 5 | 105 |
| Jul 2014 | $175.1M | $175.1M | $0 | 5 | 105 |
| Mar 2014 | $175.1M | $175.1M | $0 | 5 | 105 |
| Mar 2013 | $129.4M | $129.4M | $0 | 5 | 26 |
| Dec 2012 | $91.8M | $91.8M | $0 | 5 | 26 |
| Oct 2012 | $91.8M | $91.8M | $0 | 5 | 26 |
| Feb 2012 | $91.8M | $91.8M | $0 | 1 | 26 |
| Jan 2010 | $52.2M | $52.2M | $0 | 5 | -- |
DateSep 2025
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2025
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees11
Clients0
DateMay 2025
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2024
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$511.3M
Discretionary$511.3M
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$324.4M
Discretionary$324.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees8
Clients3
DateFeb 2018
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees8
Clients3
DateMar 2017
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees6
Clients100
DateNov 2015
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees6
Clients100
DateApr 2015
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees6
Clients100
DateOct 2014
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees5
Clients105
DateJul 2014
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees5
Clients105
DateMar 2014
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees5
Clients105
DateMar 2013
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees5
Clients26
DateDec 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees5
Clients26
DateOct 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees5
Clients26
DateFeb 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees1
Clients26
DateJan 2010
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees5
Clients--