Caleb James Richmond
Investment adviser representative at Woodward Diversified Capital, LLC
12 yearsExperience
1 stateRegistered in
$609.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Woodward Diversified Capital, LLCDec 2020 to now
- Ameriprise Financial Services, IncAug 2018 to Dec 2020
- Bakersfield Country ClubJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Woodward Diversified Capital, LLC
$609.7MAssets managed
451Clients
4Advisers
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
- 7006596
- Firm CRD
- 306299