| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Kopinski | Chief Compliance Officer | Under 5% | 2024 |
| Carolyn Grace Bennett | Principal, Cso | Under 5% | 2023 |
| Lindsay Anne Youngbauer | Principal | Under 5% | 2023 |
Woodmont Investment Counsel, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Woodmont Investment Counsel, LLC reports 11 employees.
Woodmont Investment Counsel, LLC is based in Nashville, TN and has been SEC-registered since 2000.
Woodmont Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3825 Bedford Ave, Suite 202, Nashville, TN 37215 |
| Phone | 615-297-6144 |
| Fax | 615-297-7048 |
| Office hours | 8:00a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.71B |
| Non-discretionary | $37.1M |
| Total (RAUM) | $1.74B |