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WOODMONT ADVISORY GROUP, INC.
CRD 112276 · SEC 801-113349
LA, United States
Phone
601-724-1926
Fax
601-724-1928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$91.9M
Discretionary AUM
$91.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $18.5M |
| High net worth individuals | 8 | $73.4M |
States served
LA, MS, TN, TX, FL
Official SEC filing: View on IAPD