Wood Creek Capital Advisors, LLC

Wood Creek Capital Advisors, LLC (CRD# 309461) is a financial advisory firm headquartered in Lynchburg, VA. They manage $37,004,000 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 Duncraig Dr., Unit 106, Lynchburg, VA 24502
https://www.woodcreekca.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $133,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Wood Creek Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Douglas Jones, financial advisor Lynchburg VA
Douglas E. Jones
CRD#: 5401512
101 Duncraig Dr., Unit 106, Lynchburg, VA 24502

Douglas Jones (CRD# 5401512) is an Investment Advisor Representative working at Wood Creek Capital Advisors, LLC in Lynchburg, VA and has over 16 years of experience in the finance industry.

2
William King, financial advisor Lynchburg VA
William B. King
CRD#: 1785411
101 Duncraig Dr., Unit 106, Lynchburg, VA 24502

William King (CRD# 1785411) is an Investment Advisor Representative working at Wood Creek Capital Advisors, LLC in Lynchburg, VA and has over 36 years of experience in the finance industry.

3
Derek Dolan, financial advisor Lynchburg VA
Derek A. Dolan
CRD#: 7593060
101 Duncraig Dr., Unit 106, Lynchburg, VA 24502

Derek Dolan (CRD# 7593060) is an Investment Advisor Representative working at Wood Creek Capital Advisors, LLC in Lynchburg, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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