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
Firm Details
- Organization Type
- Other (specify) (S-CORPORATION)
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JAMES, RONALD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (5)
LA NC NE NJ TX
Address
101 GLEN LENNOX DRIVESUITE 110
CHAPEL HILL, NC 27517
United States
Phone: 919-929-2495