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Woodmont Advisory Group, Inc.

● SEC registered since 2018CRD 112276SEC# 801-113349
Export (members)
Reg. AUM
$125.4M
Employees
2
Accounts
299
Location
—

Woodmont Advisory Group, Inc. assets under management

Woodmont Advisory Group, Inc. is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $125.4 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Woodmont Advisory Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brandi Michelle RykerVice President,secretary, TreasurerUnder 5%2003
Henry Willingham Stephenson ControlPresident, Chief Compliance OfficerOver 75%1991

Frequently asked questions

How much does Woodmont Advisory Group, Inc. manage?

Woodmont Advisory Group, Inc. reports $125.4 million in regulatory assets under management on its Form ADV.

How many employees does Woodmont Advisory Group, Inc. have?

Woodmont Advisory Group, Inc. reports 2 employees.

Does Woodmont Advisory Group, Inc. disclose fund performance?

Woodmont Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone601-724-1926
Fax601-724-1928
Office hours8:30 a.m. To 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.4M
Non-discretionary$0
Total (RAUM)$125.4M