RIA Intel›Advisers›Tennessee›WOODMONT INVESTMENT COUNSEL, LLC

WOODMONT INVESTMENT COUNSEL, LLC

Advisory

N·NASHVILLE, TN

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$2.0B
1-Year AUM Growth
+13.0%
3-Year CAGR
+14.2%
Employees
11
Assets Under Management
Total AUM$2.0B
Discretionary AUM$2.0B
Non-Discretionary AUM$30M
Discretionary %98.5%
Total Clients449
Team
Total Employees11
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record45
First FilingMar 8, 2001
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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