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PETTYJOHN, WOOD & WHITE, INC.

CRD 106403File 801-13803
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.02B
Clients
586
1,016 accounts
Employees
6
Above cohort median in VA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
May 10, 1978
Principal office
1925 ATHERHOLT ROAD, LYNCHBURG, VA, 24501
Phone
434-845-1266

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.02B
Discretionary AUM
$1.02B
Non-discretionary AUM
$0
Discretionary accounts
1,016
Non-discretionary accounts
0
Total accounts
1,016
AUM per client
$1.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other12$25.3M
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$0
Charitable organizations9$54.4M
Other investment advisersFewer than 5$0
High net worth individuals287$823.6M
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plans3$13.3M
State or municipal government entitiesFewer than 5$0
Individuals (other than high net worth individuals)275$106.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.