DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WOOD & WHITE INVESTMENT ADVISORS, L.L.C.

CRD 121240

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ca57f46-2b8a-66ad-0d4e-f4d9ba7a6e28

Data as of Jan 27, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Jan 27, 2014
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $110MItem 5.F on the latest filing (2014-01-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $110M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Accounts: 278
Custody, client assets: $1.9M
SEC number: 801-64113
CRD: 121240
Filings on the tape: 4
First filed: Mar 26, 2012
Latest filed: Jan 27, 2014
Organised: Limited Liability Company, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHITE, CHARLES, BABER	MANAGER, CHIEF COMPLIANCE OFFICER	D	yes	06/2002	Mar 26, 2012	Jan 27, 2014
WOOD, GORHAM, BARNEY	Manager	D	yes	06/2002	Mar 26, 2012	Jan 27, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PETTYJOHN CO	n/a	Independent wealth	$1.0B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Jan 27, 2014	$110M	$110M	3	3	n/a	n/a	n/a
2012	Mar 21, 2013	$93.1M	$93.1M	4	3	n/a	n/a	n/a
2011	Mar 26, 2012	$92.8M	$92.8M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$110M	$93.1M	18.6%	n/a	n/a	3	4	n/a	n/a

Relationships

Affiliated with (1)

→ PETTYJOHN, WOOD & WHITE, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (2)

← WOOD, GORHAM, BARNEYOwnerMANAGER, ownership code D, individual
Mar 26, 2012 to presentfactForm ADV
← WHITE, CHARLES, BABEROwnerMANAGER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 26, 2012 to presentfactForm ADV

Registered with (5)

← GORHAM BARNEY WOODAdvisorregistration: previous registration
Jul 3, 2002 to Feb 20, 2014factForm ADV
← CHARLES BABER WHITEAdvisorregistration: previous registration
Jul 3, 2002 to Feb 20, 2014factForm ADV
← CHARLES SHEPHERD NOWLINAdvisorregistration: previous registration
Jul 27, 2007 to Feb 20, 2014factForm ADV
← BROWNIE POLLYAdvisorregistration: previous registration
Jul 19, 2010 to Oct 4, 2010factForm ADV
← JOHN MICHAEL STONEAdvisorregistration: previous registration
Aug 12, 2002 to Aug 5, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ca57f46-2b8a-66ad-0d4e-f4d9ba7a6e28
First observed: Mar 26, 2012
Last observed: Jan 27, 2014 153 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WOOD & WHITE INVESTMENT ADVISORS, L.L.C.

CRD 121240

LYNCHBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ca57f46-2b8a-66ad-0d4e-f4d9ba7a6e28

Data as of Jan 27, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHITE, CHARLES, BABER

MANAGER, CHIEF COMPLIANCE OFFICER

yes

06/2002

Mar 26, 2012

Jan 27, 2014

WOOD, GORHAM, BARNEY

Manager

yes

06/2002

Mar 26, 2012

Jan 27, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PETTYJOHN CO

n/a

Independent wealth

$1.0B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Jan 27, 2014

$110M

n/a

2012

Mar 21, 2013

$93.1M

n/a

2011

Mar 26, 2012

$92.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$110M

$93.1M

18.6%

n/a