Insights

Niche Market Focus Woodard & Company Asset Management Group specializes in personalized, fiduciary-driven asset management, indicating potential interest in high-net-worth individuals or clients seeking ethically aligned investment advisory services.

Growth Potential With annual revenues between 1 million and 10 million and a dedicated team of fewer than 10 employees, the firm presents opportunities for scalable solutions that enhance operational efficiency and client management capabilities.

Technology Adoption Utilizing a modern tech stack including Google Cloud and WordPress, the company values digital infrastructure, suggesting openness to solutions that improve online engagement, cybersecurity, and data analytics.

Competitive Positioning As a smaller firm compared to industry giants like Vanguard and BlackRock, Woodard & Company could benefit from marketing and technology partnerships that help amplify its boutique, fiduciary-centric positioning to attract discerning clients.

Client Trust Emphasis Their strong fiduciary responsibility and client-first approach present opportunities to develop tailored, compliant solutions that reinforce their commitment to transparency, ethical investing, and customized asset management.

Woodard & Company Asset Management Group, Inc Tech Stack

Woodard & Company Asset Management Group, Inc uses 8 technology products and services including WordPress, Google Cloud, Divi, and more. Explore Woodard & Company Asset Management Group, Inc's tech stack below.

  • WordPress
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • Divi
    Page Builders
  • Flywheel
    Platform As A Service
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics
  • WP-PageNavi
    Web Platform Extensions
  • Nginx
    Web Servers

Media & News

Woodard & Company Asset Management Group, Inc's Email Address Formats

Woodard & Company Asset Management Group, Inc uses at least 1 format(s):
Woodard & Company Asset Management Group, Inc Email FormatsExamplePercentage
First@wcamg.comJohn@wcamg.com
44%
Last@wcamg.comDoe@wcamg.com
6%
First@wcamg.comJohn@wcamg.com
44%
Last@wcamg.comDoe@wcamg.com
6%

Frequently Asked Questions

Where is Woodard & Company Asset Management Group, Inc's headquarters located?

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Woodard & Company Asset Management Group, Inc's main headquarters is located at 117 Kinderton Blvd., Bermuda Run, North Carolina 27006, US. The company has employees across 1 continents, including North America.

What is Woodard & Company Asset Management Group, Inc's phone number?

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You can contact Woodard & Company Asset Management Group, Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Woodard & Company Asset Management Group, Inc's official website and social media links?

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Woodard & Company Asset Management Group, Inc's official website is wcamg.com and has social profiles on LinkedIn.

What is Woodard & Company Asset Management Group, Inc's SIC code NAICS code?

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Woodard & Company Asset Management Group, Inc's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Woodard & Company Asset Management Group, Inc have currently?

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As of October 2025, Woodard & Company Asset Management Group, Inc has approximately 2 employees across 1 continents, including North America. Key team members include Senior Manager And Investment Advisor: D. W.Investment Advisor: M. B.. Explore Woodard & Company Asset Management Group, Inc's employee directory with LeadIQ.

What industry does Woodard & Company Asset Management Group, Inc belong to?

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Woodard & Company Asset Management Group, Inc operates in the Investment Management industry.

What technology does Woodard & Company Asset Management Group, Inc use?

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Woodard & Company Asset Management Group, Inc's tech stack includes WordPressGoogle CloudDiviFlywheelX-XSS-ProtectionGoogle AnalyticsWP-PageNaviNginx.

What is Woodard & Company Asset Management Group, Inc's email format?

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Woodard & Company Asset Management Group, Inc's email format typically follows the pattern of First@wcamg.com. Find more Woodard & Company Asset Management Group, Inc email formats with LeadIQ.

When was Woodard & Company Asset Management Group, Inc founded?

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Woodard & Company Asset Management Group, Inc was founded in 1985.

Woodard & Company Asset Management Group, Inc

Investment ManagementUnited States2-10 Employees

Woodard  &  Company  Asset  Management  Group,  Inc.  was established in Winston-Salem, NC in 1985 as a registered investment advisory firm. Here at Woodard & Company we hold our fiduciary responsibility as our most important guiding principle. We define our fiduciary responsibility very simply:  

"We hold the client's interests first."  

At Woodard & Company, as fee-only advisors we have a clear focus and strong commitment to our fiduciary responsibility. We seek to eliminate any conflict of interest and endeavor to do our very best managing each client's assets.  

Our primary mission is to provide disciplined asset management with strategies designed to meet each client's needs and objectives while holding our fiduciary responsibilities to the highest standards.

Section iconCompany Overview

Headquarters
117 Kinderton Blvd., Bermuda Run, North Carolina 27006, US
Phone number
Website
wcamg.com
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
NAICS Code
5239 - Other Financial Investment Activities
Founded
1985
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Woodard & Company Asset Management Group, Inc's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Woodard & Company Asset Management Group, Inc's revenue is estimated to be in the range of $1M$10M

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