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WOODMONT INVESTMENT COUNSEL, LLC
CRD 109779File 801-57961
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.01B
Top 25% of cohort (national)
Discretionary AUM
$1.98B
Non-discretionary $30.1M
Clients
468
1,469 accounts
Employees
15
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 11, 2000
- Principal office
- 3825 BEDFORD AVE, SUITE 202, NASHVILLE, TN, 37215
- Phone
- 615-297-6144
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.01B
- Discretionary AUM
- $1.98B
- Non-discretionary AUM
- $30.1M
- Discretionary accounts
- 1,458
- Non-discretionary accounts
- 11
- Total accounts
- 1,469
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.2M |
| Charitable organizations | 27 | $226.9M |
| High net worth individuals | 335 | $1.71B |
| Pension and profit sharing plans | Fewer than 5 | $347K |
| Individuals (other than high net worth individuals) | 102 | $65.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 15 | increased by4 |
| Apr 1, 2026 | Clients | 449 | 468 | increased by19 |
| Apr 1, 2026 | AUM | $1,742,857,741 | $2,012,232,004 | increased by$269,374,263 |
| Apr 1, 2026 | Accounts | 1,569 | 1,469 | decreased by100 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 11 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 970 | 449 | decreased by521 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,206,475,156 | $1,742,857,741 | increased by$536,382,585 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 971 | 1,569 | increased by598 |
| Apr 1, 2022 | Employees | 10 | 16 | increased by6 |
| Apr 1, 2022 | Clients | 362 | 970 | increased by608 |
| Apr 1, 2022 | AUM | $958,669,633 | $1,206,475,156 | increased by$247,805,523 |
| Apr 1, 2022 | Accounts | 885 | 971 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WOODMONT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WOODMONT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.