Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC (CRD# 109779) is a financial advisory firm headquartered in Nashville, TN. They manage $841,616,414 in 810 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    842
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $1,039,033
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 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, FL, LA, MS, NC, NH, SC, TN, TX

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

James Conner (CRD# 2574506) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 22 years of experience in the finance industry.

3
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 22 years of experience in the finance industry.

4
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 30 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
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 1 year of experience in the finance industry.

7
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.

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