Woodward Diversified Capital, LLC

Woodward Diversified Capital, LLC is a registered investment adviser offering personalized investment management and financial advisory services to individual investors. Established in 2019, the firm is owned by Gabriel, Beau, and Thomas Woodward. Operating under a fiduciary standard of care, Woodward Diversified Capital provides portfolio management services through a wrap fee program, where fees are based on assets under management and payable quarterly in advance. The firm may negotiate fees at its discretion and offers a graduated fee schedule based on cumulative household assets. Additionally, Woodward Diversified Capital may utilize third-party money managers to manage client accounts. The firm's investment strategies focus on risk-adjusted, tax-efficient, and cost-effective asset allocation, with security selection based on various metrics. Clients have discretion over their accounts, and the firm offers financial planning and consulting services. Woodward Diversified Capital discloses potential risks related to investments, operational disruptions, economic and political conditions, cybersecurity, and custody. The firm does not charge performance-based fees for separately managed accounts and has no disciplinary information to report. Clients are encouraged to review the firm's Code of Ethics, participation in client transactions, and financial information.