WOOD & WHITE INVESTMENT ADVISORS, L.L.C.
SEC file number 801-64113
· LYNCHBURG, VA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$110.4M
Discretionary AUM
$110.4M
Employees
3
Clients
100
Firm
- Address
- 210 8TH STREET
LYNCHBURG, VA 24504 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- RRG White Wolf Co-Investment Partners, L.P. Medium name-match confidence · CIK 2060135 · CA
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
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Advisers Investment Trust · D · Feb 6, 2026
-
UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
-
RRG White Wolf Co-Investment Partners, L.P. · D · Mar 12, 2025
-
Advisers Investment Trust · D · Feb 6, 2025