Charles Bryan Wood
Investment adviser representative at Cardea Capital Advisors, LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$124.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- Cardea Capital Advisors, LLCDec 2019 to now
- Wood Investment Group, LLCJun 2014 to now
- Cardea Capital Group, Inc.Jan 2021 to May 2021
- Lindner Capital Advisors, LLCOct 2018 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cardea Capital Advisors, LLC
$124.2MAssets managed
257Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4081749
- Firm CRD
- 307600