WOODMONT INVESTMENT COUNSEL, LLC
Latest filing: Mar 20, 2025 (99 days ago)
AUM
$1,742,857,741
24% change vs. 1 year ago
44% change vs. 3 years ago
107% change vs. 5 years ago
173% change vs. 10 years ago
Employee Count
11
0% change vs. 1 year ago
-31% change vs. 3 years ago
22% change vs. 5 years ago
38% change vs. 10 years ago
Main Office
NASHVILLE, TN
3825 BEDFORD AVE, NASHVILLE, TN, UNITED STATES, 37215
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.5 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 112 | $0.1 |
| Average Individual AUM | $500,641 | |
| HNW | 311 | $1.4 |
| Average HNW AUM | $4,623,299 | |
| Retail Total | 423 | $1.5 |
| Average Retail AUM | $3,531,720 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.5 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 36% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 49% | $0.9 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| JEFFERSON BRIDGE CAPITAL, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| KUHN, PAUL, HUBERT | PRINCIPAL |
| FROHSIN, STEPHEN, ADLER | PRINCIPAL |
| SETTLE, WILL, E | PRINCIPAL |
| YOUNGBAUER, LINDSAY, ANNE | PRINCIPAL |
| BENNETT, CAROLYN, GRACE | PRINCIPAL, CSO |
| HUGHES, NICOLE, CATHERINE | COO |
| BENEDICT, JOSEPH, KEITH | MANAGING MEMBER |
| KOPINSKI, BRIAN, JAMES | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN KOPINSKI | NASHVILLE | TN | CHARTERED FINANCIAL ANALYST | ||||||
| PAUL KUHN | NASHVILLE | TN | S63|1990-10-08|S65|1990-07-23 | CHARTERED INVESTMENT COUNSELOR | |||||
| SCOTT BURNS | NASHVILLE | TN | |||||||
| CADE SCHACHER | NASHVILLE | TN | S63|2016-11-14|S65|2021-03-26 | ||||||
| CAROLYN BENNETT | NASHVILLE | TN | S65|2019-11-20 | ||||||
| LINDSAY YOUNGBAUER | NASHVILLE | TN | CERTIFIED FINANCIAL PLANNER | ||||||
| ANDREW PEAPOS | NASHVILLE | TN | S66|2021-11-10 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON BONN | NASHVILLE | TN | S66|2020-07-01 | CERTIFIED FINANCIAL PLANNER | |||||
| NICOLE HUGHES | NASHVILLE | TN | CERTIFIED FINANCIAL PLANNER | ||||||
| WILL SETTLE | NASHVILLE | TN | S63|2001-08-06|S65|2011-12-20 | ||||||
| ANN TAYLOR KNOTTS | NASHVILLE | TN | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| STEPHEN FROHSIN | NASHVILLE | TN | S63|1997-12-09|S65|1999-11-09 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.3 | 24% | 11 | 0 | 0% |
| 2023-04-04 | $1.2 | $0.5 | 40% | 13 | -2 | -15% |
| 2022-04-01 | $1.2 | $0.5 | 44% | 16 | -5 | -31% |
| 2021-04-05 | $1.0 | $0.8 | 82% | 10 | 1 | 10% |
| 2020-04-01 | $0.8 | $0.9 | 107% | 9 | 2 | 22% |
| 2019-04-01 | $0.7 | $1.0 | 144% | 6 | 5 | 83% |
| 2018-04-02 | $0.7 | $1.1 | 153% | 8 | 3 | 38% |
| 2017-04-01 | $0.6 | $1.1 | 179% | 8 | 3 | 38% |
| 2016-04-01 | $0.6 | $1.2 | 196% | 7 | 4 | 57% |
| 2015-04-01 | $0.6 | $1.1 | 173% | 8 | 3 | 38% |
| 2014-04-01 | $0.6 | $1.2 | 213% | 8 | 3 | 38% |
| 2013-04-01 | $0.4 | $1.3 | 301% | 8 | 3 | 38% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, AL-12/01/2000, CA-03/28/2014, FL-03/26/2019, GA-12/09/2021, IL-06/24/2021, KY-03/31/2021, LA-03/29/2017, MI-03/28/2024, MS-11/30/2000, NC-03/26/2013, NH-03/29/2017, NY-03/30/2022, SC-01/11/2001, TN-02/15/2001, TX-02/06/2001, VA-03/28/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV