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PETTYJOHN, WOOD & WHITE, INC.
CRD 106403File 801-13803
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.PWANDW.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 12 | $25.3M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 9 | $54.4M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 287 | $823.6M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 3 | $13.3M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 275 | $106.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 561 | 586 | increased by25 |
| Apr 1, 2026 | AUM | $853,805,405 | $1,022,956,504 | increased by$169,151,099 |
| Apr 1, 2026 | Accounts | 976 | 1,016 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 517 | 561 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $683,188,972 | $853,805,405 | increased by$170,616,433 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 865 | 976 | increased by111 |
| Feb 1, 2022 | Clients | 416 | 517 | increased by101 |
| Feb 1, 2022 | AUM | $587,246,691 | $683,188,972 | increased by$95,942,281 |
| Feb 1, 2022 | Accounts | 834 | 865 | increased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETTYJOHN WOOD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETTYJOHN WOOD” may also match similarly-named firms). Confirm identity against each filing.
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.