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Woodward Financial Advisors, Inc. Info

Woodward Financial Advisors, Inc. info

Woodward Financial Advisors, Inc. (SEC CIK 2136600) first filed with the SEC on 2026-08-14 (Form 13F-HR) and has filed 2 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, 27517.

  • Name: Value Woodward Financial Advisors, Inc..
  • SEC CIK: Value 2136600.
  • State of organization: Value NC.
  • Business address: Value 101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, 27517.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameWoodward Financial Advisors, Inc.
SEC CIK2136600
State of organizationNC
Business address101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, 27517
Mailing address101 GLEN LENNOX DRIVE, SUITE 110, CHAPEL HILL, NC, 27517
Phone919-929-2495
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-08-14 (Form 13F-HR)
Latest SEC filing2026-08-21 (Form N-PX)
Filings on EDGAR2
First Form 13F-HR2026-08-14 (quarter ended 2026-06-30)
Latest Form 13F-HR2026-08-14 (quarter ended 2026-06-30)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-08-14
N-PX12026-08-21

Filings by Year

YearFilingsForm 13F-HR
202621

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