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).

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
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.
1
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 19 years of experience in the finance industry.

2
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 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
Matthew T. Bugarin
CRD#: 5181755
401 Commerce Street, Suite 5400, Nashville, TN 37219
88
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.

5
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.

6
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.