WOODMONT ADVISORY GROUP, INC.

Overview

Woodmont Advisory Group, Inc. is a fee-based advisory firm organized as a corporation and registered with the SEC in 2018. The firm focuses on discretionary portfolio management for individuals, families and small businesses, and it also provides portfolio services for business or institutional clients. Investment activity centers on public equities as the primary allocation, with the firm running separately managed accounts and model-driven portfolios. Woodmont charges a percentage of assets under management and does not position itself as an ESG-focused adviser. Its client base is concentrated among individual and family relationships rather than institutional or pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices