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Updated May 30, 2024

Woodmont Investment Counsel

Investment Advisor Firm

Total assets under management$1.2B

Years in business24+

Total assets under management$1.2B

Years in business24+

About Woodmont Investment Counsel

Woodmont Investment Counsel is a dedicated independent registered investment advisor (RIA) founded in 2000. With approximately $1.3 billion in assets under management as of January 2023, they prioritize continuous improvement to enhance their clients' experiences.

Their values serve as a compass, ensuring that clients' financial objectives, whether individual or institutional, are at the forefront of their services. As fiduciaries, Woodmont always prioritizes their clients' interests, transparently disclosing fees and potential conflicts of interest.

The firm boasts a team of seasoned professionals with extensive investment experience spanning various market cycles. They provide expert financial planning, navigating the complexities of retirement, estate, and tax policies to meet clients' evolving needs.

Woodmont Investment Counsel's commitment to understanding their clients' goals and their unwavering dedication to acting in the client's best interests make them a trusted partner in the pursuit of financial success.

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Areas of specialty

Investment Management

Wealth Management

Financial Planning and Counsel

More about Woodmont Investment Counsel

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	N/A	109779	13

Designations	Minimum asset threshold
Registered Investment Advisor	N/A

Firm CRD Number	Number of advisors
109779	13

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