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WOODWARD DIVERSIFIED CAPITAL, LLC
CRD 306299File 801-117741
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$609.8M
Above cohort median (national)
Discretionary AUM
$609.8M
Clients
451
438 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 5, 2019
- Principal office
- 5401 BUSINESS PARK SOUTH, #217, BAKERSFIELD, CA, 93309
- Phone
- 661-498-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $609.8M
- Discretionary AUM
- $609.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 438
- Non-discretionary accounts
- 0
- Total accounts
- 438
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $7.8M |
| Charitable organizations | 9 | $5.7M |
| High net worth individuals | 111 | $331.8M |
| Pooled investment vehicles | 11 | $218.4M |
| Pension and profit sharing plans | 22 | $20.6M |
| Individuals (other than high net worth individuals) | 285 | $25.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.