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Wood Capital Investments LLC

Headquartered in RALEIGH, NC

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Firm Information

Wood Capital Investments LLC is an investment advisor with a focus on providing portfolio management services. The firm manages approximately $10.5 million in assets for 30 clients, including individuals, high net worth individuals, and pooled investment vehicles. They offer services such as educational seminars, market timing services, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles.

Wood Capital Investments LLC

$10.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WOOD CAPITAL INVESTMENTS LLC has a total of 1 branch locations across the country.
location

RALEIGH, NC

Advisors at Wood Capital Investments LLC

View All 2 Advisors
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David Glen Carter

RA

Raleigh, NC

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Disclosures

There are no public disclosures for Wood Capital Investments LLC.

Frequently Asked Questions (7)

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