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WOODWARD DIVERSIFIED CAPITAL, LLC
CRD 306299 · SEC 801-117741
5401 BUSINESS PARK SOUTH, #217, BAKERSFIELD, CA, 93309, United States
Phone
661-498-7500
Fax
661-498-7509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$609.8M
Discretionary AUM
$609.8M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $25.5M |
| High net worth individuals | 111 | $331.8M |
| Pooled investment vehicles | 11 | $218.4M |
| Pension/profit sharing plans | 22 | $20.6M |
| Charitable organizations | 9 | $5.7M |
| Corporations/business entities | 13 | $7.8M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD