Woodmont Investment Counsel, LLC
Registered investment advisor · Nashville, Tennessee · CRD #109779
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Woodmont Investment Counsel, LLC
Woodmont Investment Counsel, LLC, founded in 2000, is an independent investment advisor managing $2 billion in assets. It serves high net-worth clients nationwide with 11-50 employees. The firm focuses on investment and wealth management.
Fee Structure
Frequently Asked Questions
What is Woodmont Investment Counsel, LLC's AUM?
Woodmont Investment Counsel, LLC reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Woodmont Investment Counsel, LLC headquartered?
Woodmont Investment Counsel, LLC is headquartered in Nashville, Tennessee.
What is Woodmont Investment Counsel, LLC's CRD number?
Woodmont Investment Counsel, LLC's CRD number is 109779. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Woodmont Investment Counsel, LLC manage?
Woodmont Investment Counsel, LLC manages approximately 1,469 client accounts according to its latest SEC filing.
Is Woodmont Investment Counsel, LLC SEC registered?
Yes, Woodmont Investment Counsel, LLC is registered with the SEC as an investment adviser with an approved registration status.
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