Douglas Jones
Wood Creek Capital Advisors · Lynchburg, Virginia
Douglas Jones is a fee-only financial advisor at Wood Creek Capital Advisors in Lynchburg, Virginia. Wood Creek Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Douglas →
Facts
| Firm | Wood Creek Capital Advisors |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $55.1M across 400 accounts |
| SEC registration | Investment adviser representative in NC, VA · CRD 5401512 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.woodcreekca.com |
| Profile |
How Douglas's firm compares
- Wood Creek Capital Advisors's average account is about $138,000, from its Form ADV (assets managed divided by 400 accounts).
Request an introduction to Douglas
Tell Douglas a little about what you're looking for. Douglas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Douglas
Is Douglas Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Wood Creek Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Wood Creek Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Douglas Jones based?
Douglas Jones is based in Lynchburg, Virginia.
Is Douglas Jones registered with the SEC?
Yes. Douglas Jones is registered as an investment adviser representative in NC and VA (CRD 5401512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wood Creek Capital Advisors manage?
Wood Creek Capital Advisors reports $55.1M across 400 accounts in assets under management.
How do I contact Douglas Jones?
Through Douglas's website, www.woodcreekca.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.