Woodmont Investment Counsel, LLC
● SEC registered since 2000CRD 109779SEC# 801-57961Nashville, TN
Reg. AUM
$2.01B
Employees
15
Accounts
1,469
Location
Nashville, TN
Woodmont Investment Counsel, LLC assets under management
Woodmont Investment Counsel, LLC is a registered investment adviser overseen by the SEC based in Nashville, TN. The firm has been registered since 2000. It reports $2 billion in regulatory assets under management and employs 15 people.
Woodmont Investment Counsel, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Taylor Holley Knotts | Principal | Under 5% | 2025 |
| Brian James Kopinski | Chief Compliance Officer | Under 5% | 2024 |
| Carolyn Grace Bennett | Principal, Cso | Under 5% | 2023 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Woodmont Investment Counsel, LLC manage?
Woodmont Investment Counsel, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Woodmont Investment Counsel, LLC have?
Woodmont Investment Counsel, LLC reports 15 employees.
Where is Woodmont Investment Counsel, LLC located?
Woodmont Investment Counsel, LLC is based in Nashville, TN and has been SEC-registered since 2000.
Does Woodmont Investment Counsel, LLC disclose fund performance?
Woodmont Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.01B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$2.01Bregulatory AUM
Discretionary $1.98BNon-discretionary $30.1M