WOODARD & CO ASSET MANAGEMENT GROUP INC

CRD 108199File 801-24818

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.17B

Above cohort median (national)

Discretionary AUM

$1.14B

Non-discretionary $23.0M

Clients

1,827

1,832 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Aug 1, 1985
Principal office: 117 KINDERTON BOULEVARD, BERMUDA RUN, NC, 27006
Phone: 336-998-7000
Website: https://www.facebook.com/wcamg/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.17B
Discretionary AUM: $1.14B
Non-discretionary AUM: $23.0M
Discretionary accounts: 1,827
Non-discretionary accounts: 5
Total accounts: 1,832
AUM per client: $639K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$5.0M
Charitable organizations	10	$38.0M
High net worth individuals	333	$640.0M
Individuals (other than high net worth individuals)	1,473	$461.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

Date	Field	From	To
Aug 17, 2026	Clients	1832	1827
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.