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WOODMONT INVESTMENT COUNSEL, LLC
CRD 109779 · SEC 801-57961
3825 BEDFORD AVE, SUITE 202, NASHVILLE, TN, 37215, United States
Phone
615-297-6144
Fax
615-297-7048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.01B
Discretionary AUM
$1.98B
Team
15 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $65.1M |
| High net worth individuals | 335 | $1.71B |
| Pension/profit sharing plans | 2 | $347K |
| Charitable organizations | 27 | $226.9M |
| Corporations/business entities | 2 | $5.2M |
States served
AL, CA, GA, IL, KY, LA, MI, MS, NY, NC, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD