About Woodard & CO Asset Management Group INC
<p>Fee-only and privately owned, Woodard & Co Asset Management Group INC works with retirement plan sponsors and individual investors from Bermuda Run in the Winston-Salem area of North Carolina. The firm handles discretionary asset management and does not accept commissions.</p> <p>Founded in 1998, Woodard & Co Asset Management Group INC uses a team-based process for reviewing and selecting investments such as mutual funds, stocks, and CDs. The firm reports $1.0B in assets under management (2026).</p> <p>For employers, the firm supports retirement plans and provides 3(21) fiduciary services alongside guidance on plan investments and related decisions. It also works with plans such as 401(k)s and SEP-IRAs. Clients can also receive financial planning at no additional charge, covering items like investment objectives and portfolio policy.</p> <p>One differentiator is its combination of fee-only advice and discretionary management with retirement plan support under a 3(21) fiduciary role.</p> <ul> <li>Fee-only registered investment advisor (no commissions)</li> <li>Discretionary portfolio management</li> <li>3(21) fiduciary support for workplace plans</li> <li>401(k) and SEP-IRA guidance</li> <li>Contact: (336) 998-7000, (800) 214-1144, <a href="mailto:woodard@wcamg.com">woodard@wcamg.com</a></li> </ul>
Website: https://wcamg.com/home/
Founded: 1998
Office Locations
- Bermuda Run, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.0B