William Frank Woodruff

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Logan Circle Partners, L.P.
  Lake Oswego, OR
• 02/2016 → 09/2016
  Arnerich Massena, Inc.
  Portland, OR
• 12/2017 → 06/2022
  Wealthfactor, Llc
  Lake Oswego, OR
• 06/2022 → Present
  Farther Finance Advisors, Llc
  Lake Oswego, OR

Previous Registrations

• 2018-02-13 → 2022-08-23
  Wealthfactor
  Lake Oswego, OR
• 2008-01-31 → 2014-11-28
  Bandon Capital Management, Llc
  Lake Oswego, OR
• 2005-09-29 → 2008-08-27
  Beacon Alternative Strategies Llc
  Portland, OR
• 2006-12-08 → 2008-03-28
  Bas Management, Llc
  Portland, OR
• 2005-09-29 → 2006-10-27
  Beacon Rock Capital, Llc
  Portland, OR
• 2006-03-17 → 2006-09-25
  Beacon Rock Capital Partners Llc
  Portland, OR

Other Businesses

Name of other business: AI Infrastructure Partners, LLC; Is business Investment related: Yes; Address of other business: 301 Congress Avenue 12th floor, Austin, Texas 78701; Nature of other business: an operating company engaged in acquiring, building, and managing businesses that support AI Factory infrastructure and semiconductor factory infrastructure; Your position: Chief Financial Officer ; Start date of relationship: 06/01/2024; Approx. # of hours /month devote to other business: 20-120 hours per month approximately; Number of hours devoted to other business during securities trading hours: 5-20;

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-09
• S66 Uniform Combined State Law Examination
  2004-09-08

Other Names

• William Frank Woodruff
• Bill Frank Woodruff