Insights

Boutique fiduciary Small, locally owned SEC-registered investment advisory with fiduciary responsibility and focus on wealth management, suggesting a potential niche for personalized services and high-touch client acquisition.

Ridgeport footprint Ridgeland Mississippi base with partnerships to major custodians Raymond James and Charles Schwab, indicating capability to offer competitive custody and retirement plan services to regional clients.

Retirement focus Emphasis on qualified retirement plans (401k, Profit Sharing, 403(b)) alongside financial planning presents cross-sell opportunities to small businesses and nonprofit organizations seeking comprehensive retirement solutions.

Tech stack Leverages standard web and marketing technologies (WordPress, SEO, Bootstrap) suggesting readiness for digital outreach, client portal integration, and scalable marketing campaigns to attract prospects.

Growth signals Revenue in the 1M-10M range with a lean team implies efficiency opportunities in systems, advisory automation, and partner channels to scale services for small to midsize clients.

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Woodridge Capital Portfolio Management Tech Stack

Woodridge Capital Portfolio Management uses 8 technology products and services including WordPress, TweenMax, jQuery, and more. Explore Woodridge Capital Portfolio Management's tech stack below.

WordPress
Content Management System
TweenMax
Javascript Frameworks
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines
Bootstrap
UI Frameworks
GoDaddy
Web Hosting

Woodridge Capital Portfolio Management's Email Address Formats

Woodridge Capital Portfolio Management uses at least 3 email formats:

Woodridge Capital Portfolio Management Email Formats	Example	Percentage
First.Last@woodridge-capital.com	John.Doe@woodridge-capital.com	63%
Last@woodridge-capital.com	Doe@woodridge-capital.com	25%
First.Middle@woodridge-capital.com	John.Michael@woodridge-capital.com	12%

Frequently Asked Questions

What is Woodridge Capital Portfolio Management's phone number?

You can contact Woodridge Capital Portfolio Management's main corporate office by phone at

+1-601-956-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Woodridge Capital Portfolio Management's official website and social media links?

Woodridge Capital Portfolio Management's official website is woodridge-capital.com and has social profiles on LinkedIn.

How much revenue does Woodridge Capital Portfolio Management generate?

As of August 2026, Woodridge Capital Portfolio Management's annual revenue is estimated to be $1M - $10M.

What is Woodridge Capital Portfolio Management's NAICS code?

Woodridge Capital Portfolio Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Woodridge Capital Portfolio Management have currently?

As of August 2026, Woodridge Capital Portfolio Management has approximately 5 employees across 1 continents, including North America. Key team members include Senior Development Manager: A. L., Senior Csa: A. L. and Operations Officer: E. G. Explore Woodridge Capital Portfolio Management's employee directory with LeadIQ.

What industry does Woodridge Capital Portfolio Management belong to?

Woodridge Capital Portfolio Management operates in the Investment Management industry.

What technology does Woodridge Capital Portfolio Management use?

Woodridge Capital Portfolio Management's tech stack includes WordPress, TweenMax, jQuery, jQuery Migrate, PHP, Yoast SEO, Bootstrap and GoDaddy.

What is Woodridge Capital Portfolio Management's email format?

Woodridge Capital Portfolio Management's email format typically follows the pattern of First.Last@woodridge-capital.com. Find more Woodridge Capital Portfolio Management email formats with LeadIQ.

When was Woodridge Capital Portfolio Management founded?

Woodridge Capital Portfolio Management was founded in 2006.

Woodridge Capital Portfolio Management

Investment ManagementMississippi, United States2-10 Employees

Woodridge Capital Portfolio Management is a small, locally owned investment advisory firm based in Ridgeland, Mississippi. Founded in June 2006, the firm operates as a registered investment adviser under SEC oversight and adheres to fiduciary duties in client advice. Its core offerings fall within wealth management, including investment portfolio management, financial planning, and employer-sponsored retirement plans such as 401(k)s, profit sharing, and 403(b)s. 

The firm uses a relative-strength based asset allocation approach with a disciplined process to adjust portfolios in response to evolving market conditions. Its client base comprises individuals and corporate entities seeking structured investment management and planning services. Raymond James Financial Services and Charles Schwab Co. serve as the firm's primary custodians.