WOODMONT INVESTMENT COUNSEL, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 109779
- Registered since
- September 11, 2000
- Website
- www.woodmontcounsel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.21%
- Charitable Organizations11.28%
- Individuals3.24%
- Corporations / Businesses0.26%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Woodmont Investment Counsel, LLC is an independent, SEC‑registered registered investment adviser that has been operating since 2000. The firm bills itself as a capital allocator and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Compensation is billed as a percentage of assets under management. Woodmont does not identify itself as an active ESG investor. The firm received placement on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities36%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- State & Local Bonds1%
Owners & executives
1 of 1Nicole Hughes
COO & PrincipalCRD 7061835
Contacts
3 of 11ANN TAYLOR KNOTTS
Senior Vice PresidentCRD 7447680
PAUL KUHN
PrincipalCRD 1953468
WILL SETTLE
PrincipalCRD 3251873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$1.1B in ETFs
92%
$1B
5%
$88.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $181M | 415,008 | 16.45% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 3825 Bedford Ave
- Time zone
- CT (UTC-6)
- Office locations
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