Woodmont Investment Counsel, LLC
Nashville, TN·SEC-registered · CRD #109779
Woodmont Investment Counsel, LLC is an SEC-registered investment advisory firm in Nashville, TN managing $2.0B across 1.5k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
1.5k
Advisory staff
11
Fee model
Fee-only
How Woodmont Investment Counsel, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Woodmont Investment Counsel, LLC
How much does Woodmont Investment Counsel, LLC manage?
Per its most recent SEC Form ADV filing (03/20/2026), Woodmont Investment Counsel, LLC reports $2.0B in regulatory assets under management across roughly 1.5k client accounts.
How does Woodmont Investment Counsel, LLC charge?
Woodmont Investment Counsel, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Woodmont Investment Counsel, LLC a fiduciary?
Yes. Woodmont Investment Counsel, LLC is registered with the U.S. Securities and Exchange Commission (CRD #109779), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Woodmont Investment Counsel, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Woodmont Investment Counsel, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Nashville, TN
Profile compiled from Woodmont Investment Counsel, LLC's public SEC Form ADV filing (CRD #109779, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Woodmont Investment Counsel, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Woodmont Investment Counsel, LLC? Claim this profile.