Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC (CRD# 109779) is a financial advisory firm headquartered in Nashville, TN. They manage $624,085,105 in 709 accounts and serve the financial needs of clients across 9 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
    624
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $880,233
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, LA, MS, NC, NH, SC, TN, TX

Financial Advisors at Woodmont Investment Counsel, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James Conner, financial advisor Nashville TN
James Conner
CRD#: 2574506
102 Woodmont Blvd., Suite 350, Nashville, TN 37205
93
Wealthminder
score

James Conner (CRD# 2574506) 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.

2
Paul Kuhn, financial advisor Nashville TN
Paul H. Kuhn
CRD#: 1953468
102 Woodmont Blvd., Suite 350, Nashville, TN 37205
93
Wealthminder
score

Paul Kuhn (CRD# 1953468) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 27 years of experience in the finance industry.

3
Will Settle, financial advisor Nashville TN
Will E. Settle
CRD#: 3251873
401 Commerce Street, Suite 5400, Nashville, TN 37219
93
Wealthminder
score

Will Settle (CRD# 3251873) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 16 years of experience in the finance industry.

4
David Wells, financial advisor Nashville TN
David C. Wells
CRD#: 4808556
401 Commerce Street, Suite 5400, Nashville, TN 37219
93
Wealthminder
score

David Wells (CRD# 4808556) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 11 years of experience in the finance industry.

5
Matthew Bugarin, financial advisor Nashville TN
Matthew T. Bugarin
CRD#: 5181755
401 Commerce Street, Suite 5400, Nashville, TN 37219
90
Wealthminder
score

Matthew Bugarin (CRD# 5181755) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 3 years of experience in the finance industry.

6
Scott Burns, financial advisor Nashville TN
Scott P. Burns
CRD#: 2967110
102 Woodmont Blvd., Suite 350, Nashville, TN 37205
87
Wealthminder
score

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.

7
Stephen Frohsin, financial advisor Nashville TN
Stephen A. Frohsin
CRD#: 2955350
102 Woodmont Blv., Suite 350, Nashville, TN 37205
83
Wealthminder
score

Stephen Frohsin (CRD# 2955350) 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.

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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