Woodmont Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 20, 2026, reports $2.0B in regulatory assets under management, 15 employees, 2 offices, and 1,469 accounts.
Assets Under Management
$2.0B
Employees
15
Offices
2 offices
Total Clients
468
Primary office
NASHVILLE, TN
3825 BEDFORD AVE, SUITE 202, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.6% of total clients.
Top client categories% of clientsClients
1
HNWI
71.6%
335
2
Individuals
21.8%
102
3
Charitable
5.8%
27
4
Pension Plans
0.4%
2
5
Corporations
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 20, 2026
Discretionary98.5%
$2.0B
99% of total RAUM98.5%
Non-discretionary1.5%
$30M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts1,469
10Y AUM Change+$1.4B (+222.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee31:1
10Y Employee Change+7 (+87.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.