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Charles Bryan Wood

CARDEA CAPITAL ADVISORS, LLC·ATLANTA, Georgia
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3350 RIVERWOOD PARKWAY, ATLANTA, GA 30339-3350CRD# 4081749Firm CRD# 307600
01

About

Charles Bryan Wood is a registered financial advisor based in ATLANTA, Georgia, affiliated with CARDEA CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CARDEA CAPITAL ADVISORS, LLC
CARDEA CAPITAL ADVISORS, LLC
AUM
$148M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CARDEA CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4081749
Firm CRD# 307600
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Bryan Wood offer?
Charles Bryan Wood specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Charles Bryan Wood's credentials?
Charles Bryan Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Bryan Wood located?
Charles Bryan Wood is based in ATLANTA, Georgia, working with CARDEA CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Charles Bryan Wood charge for services?
Charles Bryan Wood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARDEA CAPITAL ADVISORS, LLC?
CARDEA CAPITAL ADVISORS, LLC has approximately 10 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ATLANTA
Tomika B King — CARDEA CAPITAL ADVISORS, LLCLu Chang — ANGEL OAK CAPITAL ADVISORS, LLCSidney Hawkins Gargiulo — COVEY CAPITAL ADVISORS, LLCWilliam Joseph Harris — BIP EQUITY MANAGEMENT, LLCTheodore Irving Bowden — SUNTRUST ADVISORY SERVICES, INC.
Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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