WOODLOCK FAMILY CAPITAL MANAGEMENT, LLC
DBA: WOODLOCK HOUSE FAMILY CAPITAL
At a Glance
| Total AUM | $164.6M |
| Discretionary | $164.6M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $164.6M |
| Employees | 1 |
| Peak AUM | $164.6MMar 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 10 filings |
AUM by Client Type
Total AUM
$165M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $165M | — | — | — | — |
| Discretionary AUM | $165M | — | — | ||
Key Metrics
| Total AUM | $164.6M |
| Discretionary | $164.6M |
| Employees | 1 |
| Client Accounts | 1 |
| Client Range | 1-10 |
Contact & Location
Phone
240-644-8169
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$165M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
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