Wood Creek Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,070,000
Total clients
261
9% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
131
Average account size
$210,996
About
Wood Creek Capital Advisors serves individual and high‑net‑worth clients as well as trusts and estates, providing discretionary and non‑discretionary portfolio management, financial planning, and ongoing investment monitoring. The firm also offers direct management of variable annuity and variable life product subaccounts as part of its advisory services.
Investment programs are built around each client’s stated goals, time horizon, and risk tolerance, and the firm applies a mix of fundamental, technical, and charting analysis to inform security selection and asset allocation. Accounts are reviewed at least quarterly, and annuity and life product portfolios are monitored on an annual basis.
The firm is a small, owner‑controlled adviser with two advisors and roughly $55 million in assets under management that does not impose an account minimum. Noteworthy operational features disclosed in the brochure include direct management of annuity and life products, a firm proprietary trading account and affiliated persons’ personal trading (subject to quarterly review), a recommendation of Charles Schwab as custodian with associated custodial benefits, and external compensation from insurance sales — all of which the firm says are addressed through disclosures, policies, and its fiduciary obligations.
Client services
Expertise
Fee options
$200 per hour for financial planning and consulting
Main office location
Wood Creek Capital Advisors, LLC
101 Duncraig Dr., Unit 106
Lynchburg VA 24502, United States
Number of offices
1
Most active in
North Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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