Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC (CRD# 109779) is a financial advisory firm headquartered in Nashville, TN. They manage $588,247,313 in 678 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

588

MILLION
Total Number of Accounts

678

ACCOUNTS
Average Account Value

$867,621

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

Registered Investment Advisor

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, IL, MS, NC, SC, TN, TX, VA

Financial Advisors at Woodmont Investment Counsel, LLC

Showing 1 - 6 of 6 top financial advisors.

James Conner

CRD#: 2574506

102 Woodmont Blvd., Suite 350, Nashville, TN 37205

Wealthminder

score

James Conner (CRD# 2574506) 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.

Paul H. Kuhn

CRD#: 1953468

102 Woodmont Blvd., Suite 350, Nashville, TN 37205

Wealthminder

score

Paul Kuhn (CRD# 1953468) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 26 years of experience in the finance industry.

Will E. Settle

CRD#: 3251873

401 Commerce Street, Suite 5400, Nashville, TN 37219

Wealthminder

score

Will Settle (CRD# 3251873) is an Investment Advisor Representative working at Woodmont Investment Counsel, LLC in Nashville, TN and has over 15 years of experience in the finance industry.

Matthew T. Bugarin

CRD#: 5181755

401 Commerce Street, Suite 5400, Nashville, TN 37219

Wealthminder

score

Matthew Bugarin (CRD# 5181755) 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.

Scott P. Burns

CRD#: 2967110

102 Woodmont Blvd., Suite 350, Nashville, TN 37205

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.

Stephen A. Frohsin

CRD#: 2955350

102 Woodmont Blv., Suite 350, Nashville, TN 37205

Wealthminder

score

Stephen Frohsin (CRD# 2955350) 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.

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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