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Woodford Capital Management LLC (Los Altos)


Woodford Capital Management LLC is a large advisory firm based in Los Altos. It manages $159.04 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, and Indiana.

Woodford Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodford Capital Management: assets under management

The assets under management (AUM) of Woodford Capital Management LLC is $159.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $159.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.51 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Woodford Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos

The principal office where Woodford Capital Management LLC performs its advisory services is located at One 1 St Street, Suite 14, Los Altos, CA 94022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-949-3430 or by fax 650-949-0964. The normal business hours are 6:30am - 3:00pm (pst) on Monday - Friday.


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