# Woodmont Investment Counsel, LLC

> Woodmont Investment Counsel, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 109779
- Filed as: WOODMONT INVESTMENT COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109779
- AdvisorCensus page: https://advisorcensus.com/firm/woodmont-investment-counsel-llc-nashville-tn-109779

## Quick answers

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

**Where is Woodmont Investment Counsel, LLC located?**
Woodmont Investment Counsel, LLC's principal office is in Nashville, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Woodmont Investment Counsel, LLC registered with the SEC or a state?**
Woodmont Investment Counsel, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109779.

**How much does Woodmont Investment Counsel, LLC manage?**
Woodmont Investment Counsel, LLC reports $2,012,232,004 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary).

**How have Woodmont Investment Counsel, LLC's assets and staff changed since 2021?**
In the Form ADV data for Woodmont Investment Counsel, LLC: Regulatory assets under management: $958,669,633 in the October 2021 data and $2,012,232,004 in the October 2026 data, up 110%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Woodmont Investment Counsel, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (335); individuals (other than high net worth individuals) (102); charitable organizations (27).

**Which custodians does Woodmont Investment Counsel, LLC use?**
Woodmont Investment Counsel, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Woodmont Investment Counsel, LLC 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/109779

**Does Woodmont Investment Counsel, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "Generally, our minimum account size for equity, balanced, and fixed-income accounts is $2,000,000 although this may be waived based on other considerations such as the account’s relationship to established clients or other factors."

**What changed in Woodmont Investment Counsel, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,742,857,741 to $2,012,232,004 (+15%). Updated its list of owners and control persons (Schedule A).

## 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 20, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Generally, our minimum account size for equity, balanced, and fixed-income accounts is $2,000,000 although this may be waived based on other considerations such as the account’s relationship to established clients or other factors.

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.

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: $2,012,232,004
- Discretionary: $1,982,180,105
- Non-discretionary: $30,051,899

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $65,121,002 |
| High net worth individuals | 335 | $1,714,722,164 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $347,361 |
| Charitable organizations | 27 | $226,890,025 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $5,151,452 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 15 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, IL, KY, LA, MI, MS, NC, NH, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Springfield, TN

### Websites listed on Form ADV (Item 1.I)
- woodmontcounsel.com
- LinkedIn @woodmont-investment-counsel-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $958,669,633 | 10 | March 31, 2021 |
| October 2022 | $1,206,475,156 | 16 | March 31, 2022 |
| October 2023 | $1,247,837,157 | 13 | March 31, 2023 |
| October 2024 | $1,410,518,396 | 11 | March 28, 2024 |
| October 2025 | $1,742,857,741 | 11 | March 20, 2025 |
| October 2026 | $2,012,232,004 | 15 | March 20, 2026 |

Regulatory assets under management: $958,669,633 in the October 2021 data and $2,012,232,004 in the October 2026 data, up 110%.
Total employees: 10 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,742,857,741 to $2,012,232,004 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodmont Investment Counsel, LLC (CRD 109779): Form ADV filing data as of October 2026.