William F. Woodruff

FARTHER

Lake Oswego, OR 97034

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CRD#: 4542692

Professional summary

William Frank Woodruff, who also goes by Bill Frank Woodruff, is a registered financial advisor currently at FARTHER located in Lake Oswego, Oregon.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 9 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Frank Woodruff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: AI Infrastructure Partners, LLC; Is business Investment related: Yes; Address of other business: 155 B Ave Suite 100 Lake Oswego, OR 97034 (although it's more or less just a mailing address at this point).; Nature of other business: Private Equity Fund business; Your position: Managing director; Title and relationship with other business: AI Infrastructure Partners, LLC, - I own 50% of the member interests of this entity and act as a managing partner; Start date of relationship: 9/2024; Approx. # of hours /month devote to other business: 100 hours per month approximately; Number of hours devoted to other business during securities trading hours: At current it's infrequent that I spend much if any time on this business activity during securities trading hours Briefly describe duties: As a managing director I'll have a diverse operating role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frank Woodruff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2022 - Present

FARTHER

Office #1: 155 B Ave. Suite 100, Lake Oswego, OR 97034

RIA

CRD#: 302050

Lake Oswego, OR

Past

February 13, 2018 - August 23, 2022

WEALTHFACTOR

RIA

CRD#: 291772

LAKE OSWEGO, OR

Past

February 23, 2015 - November 24, 2015

CRD#: 35800

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/15/2022)

IAR

Texas
(7/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/9/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/8/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/24/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2015

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William F. Woodruff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frank Woodruff's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHFACTOR

FORESIDE FUND SERVICES, LLC

BANDON CAPITAL MANAGEMENT, LLC

BAS MANAGEMENT, LLC

BEACON ROCK CAPITAL PARTNERS LLC

BEACON ROCK CAPITAL, LLC

BEACON ALTERNATIVE STRATEGIES LLC

PHILLIPS & COMPANY

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 63

Date: 3/9/2015

Series 66

Date: 9/8/2004

SIE

Date: 11/24/2015

Series 7

Date: 2/23/2015

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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