# Woodmont Advisory Group, Inc.

> Woodmont Advisory Group, Inc. is an SEC-registered investment advisory firm in Brandon, MS, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 112276
- Filed as: WOODMONT ADVISORY GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brandon, MS
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112276
- AdvisorCensus page: https://advisorcensus.com/firm/woodmont-advisory-group-inc-brandon-ms-112276

## Quick answers

**How is Woodmont Advisory Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Woodmont Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Woodmont Advisory Group, Inc. located?**
Woodmont Advisory Group, Inc.'s principal office is in Brandon, MS, according to its Form ADV.

**Is Woodmont Advisory Group, Inc. registered with the SEC or a state?**
Woodmont Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 112276.

**How much does Woodmont Advisory Group, Inc. manage?**
Woodmont Advisory Group, Inc. reports $91,866,028 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Woodmont Advisory Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Woodmont Advisory Group, Inc.: Regulatory assets under management: $175,007,151 in the October 2021 data and $91,866,028 in the October 2026 data, down 48%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Woodmont Advisory Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (8).

**Which custodians does Woodmont Advisory Group, Inc. use?**
Woodmont Advisory Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Dreyfus Institutional Dept, Fidelity Brokerage Services LLC and Guggenheim Investments as custodians holding 10% or more of its separately managed account assets.

**Does Woodmont Advisory Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112276

**Does Woodmont Advisory Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We have no imposed minimum account size to be managed by us."

**What changed in Woodmont Advisory Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $125,441,866 to $91,866,028 (-27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> We have no imposed minimum account size to be managed by us.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Dreyfus Institutional Dept
- Fidelity Brokerage Services LLC
- Guggenheim Investments

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $91,866,028
- Discretionary: $91,866,028
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $18,456,874 |
| High net worth individuals | 8 | $73,409,154 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $175,007,151 | 4 | March 30, 2021 |
| October 2022 | $180,899,736 | 4 | March 30, 2022 |
| October 2023 | $172,597,662 | 2 | March 29, 2023 |
| October 2024 | $161,153,173 | 2 | April 29, 2024 |
| October 2025 | $125,441,866 | 2 | March 27, 2025 |
| October 2026 | $91,866,028 | 2 | March 30, 2026 |

Regulatory assets under management: $175,007,151 in the October 2021 data and $91,866,028 in the October 2026 data, down 48%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $125,441,866 to $91,866,028 (-27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodmont Advisory Group, Inc. (CRD 112276): Form ADV filing data as of October 2026.