Woodmont Advisory Group, Inc.
● SEC registered since 2018CRD 112276SEC# 801-113349
Reg. AUM
$91.9M
Employees
2
Accounts
298
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 $91.9 million in regulatory assets under management and employs 2 people.
Woodmont Advisory Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandi Michelle Ryker | Vice President,secretary, Treasurer | Under 5% | 2003 |
| Henry Willingham Stephenson Control | President, Chief Compliance Officer | Over 75% | 1991 |
Frequently asked questions
How much does Woodmont Advisory Group, Inc. manage?
Woodmont Advisory Group, Inc. reports $91.9 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
| Phone | 601-724-1926 |
| Fax | 601-724-1928 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$91.9M▼ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$91.9Mregulatory AUM
Discretionary $91.9M