Investment adviser · CRD 306299
WOODWARD DIVERSIFIED CAPITAL, LLC
Investment adviser filing (IA)
BAKERSFIELD, CA, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $610M Form ADV · Item 5.F
- Client accounts
- 438 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $331,781,690 | 54.4% |
| Pooled investment vehicles | 11 | $218,344,054 | 35.8% |
| Individuals | 285 | $25,481,190 | 4.2% |
| Retirement plans | 22 | $20,557,287 | 3.4% |
| Corporations & businesses | 13 | $7,845,589 | 1.3% |
| Charities | 9 | $5,719,062 | 0.9% |
Filing source
Form ADV 2133878 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WDC ENERGY, LLCPrivate Equity Fund · Last reported Sep 22, 2026$117MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-7303443961
- Reported beneficial owners
- 48
- Minimum commitment
- $250K
- Form D file number
- 021-385558
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WDC ENERGY II GREEN RIVER LLCPrivate Equity Fund · Last reported Sep 22, 2026$34.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-9915356612
- Reported beneficial owners
- 79
- Minimum commitment
- $250K
- Form D file number
- 021-459368
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WDC GENESIS, LPPrivate Equity Fund · Last reported Sep 22, 2026$24.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-9877761225
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-511300
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WDC CREDIT FUND, LLCPrivate Equity Fund · Last reported Sep 22, 2026$9.76MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-2708232192
- Reported beneficial owners
- 60
- Minimum commitment
- $250K
- Form D file number
- 021-482210
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WDC X.AI, LLCPrivate Equity Fund · Last reported Sep 22, 2026$8.88MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-4686029444
- Reported beneficial owners
- 97
- Minimum commitment
- $100K
- Form D file number
- 021-591638
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WDC RONDO, LLCPrivate Equity Fund · Last reported Sep 22, 2026$6.73MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-8110396953
- Reported beneficial owners
- 98
- Minimum commitment
- $25K
- Form D file number
- 021-421352
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WDC BIOTECH FUND I, LLCPrivate Equity Fund · Last reported Sep 22, 2026$6.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BROWN ARMSTRONG ACCOUNTANCY CORPORATION
PCAOB 237
Fund details & source
- Fund ID
- 805-9993196987
- Reported beneficial owners
- 55
- Minimum commitment
- $25K
- Form D file number
- 021-482113
Form ADV 2133878 · Sep 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
5401 BUSINESS PARK SOUTH, #217BAKERSFIELD, CA, 93309, United States
CRD 306299
Filing source
Form ADV 2133878 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.