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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
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

