Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC (CRD# 109779) is a financial advisory firm headquartered in Nashville, TN. They manage $1,206,475,156 in 971 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
401 Commerce Street, Suite 5400, Nashville, TN 37219
http://www.woodmontcounsel.com
By the Numbers
  • Total Assets Under Management
    1,206
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $1,242,508
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IL, KY, LA, MS, NC, NH, NY, SC, TN, TX

Financial Advisors at Woodmont Investment Counsel, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Scott Burns, financial advisor Nashville TN
Scott P. Burns
CRD#: 2967110
102 Woodmont Blvd., Suite 350, Nashville, TN 37205

Scott Burns (CRD# 2967110) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has 1 year of experience in the finance industry.

2
Stephen Frohsin, financial advisor Nashville TN
Stephen A. Frohsin
CRD#: 2955350
102 Woodmont Blv., Suite 350, Nashville, TN 37205

Stephen Frohsin (CRD# 2955350) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 24 years of experience in the finance industry.

3
Nicole Hughes, financial advisor Nashville TN
Nicole C. Hughes
CRD#: 7061835
401 Commerce Street, Suite 5400, Nashville, TN 37219

Nicole Hughes (CRD# 7061835) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has 1 year of experience in the finance industry. Nicole Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul Kuhn, financial advisor Nashville TN
Paul H. Kuhn
CRD#: 1953468
102 Woodmont Blvd., Suite 350, Nashville, TN 37205

Paul Kuhn (CRD# 1953468) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 31 years of experience in the finance industry.

5
Will Settle, financial advisor Nashville TN
Will E. Settle
CRD#: 3251873
401 Commerce Street, Suite 5400, Nashville, TN 37219

Will Settle (CRD# 3251873) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 20 years of experience in the finance industry.

6
Carolyn Bennett, financial advisor Nashville TN
Carolyn G. Bennett
CRD#: 7179803
401 Commerce Street, Suite 5400, Nashville, TN 37219

Carolyn Bennett (CRD# 7179803) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 2 years of experience in the finance industry.

7
Brian Kopinski, financial advisor Nashville TN
Brian J. Kopinski
CRD#: 7419624
401 Commerce Street, Suite 5400, Nashville, TN 37219

Brian Kopinski (CRD# 7419624) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has 1 year of experience in the finance industry.

8
Cade Schacher, financial advisor Nashville TN
Cade J. Schacher
CRD#: 6714041
401 Commerce Street, Suite 5400, Nashville, TN 37219

Cade Schacher (CRD# 6714041) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 5 years of experience in the finance industry.

9
Lindsay Youngbauer, financial advisor Nashville TN
Lindsay A. Youngbauer
CRD#: 7181584
401 Commerce Street, Suite 5400, Nashville, TN 37219

Lindsay Youngbauer (CRD# 7181584) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has 1 year of experience in the finance industry. Lindsay Youngbauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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