WOODMONT INVESTMENT COUNSEL, LLC
Adviser information for WOODMONT INVESTMENT COUNSEL, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 5 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,283 | $1.4B |
| Non-Discretionary | 16 | $33.5M |
| Total | 1,299 | $1.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 91 | $77.9M |
| HNW Individuals | 305 | $1.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 23 | $191.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $408,074 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Principal Office
3825 BEDFORD AVESUITE 202
NASHVILLE
TN
United States
Monday - Friday, 8:00AM TO 5:00 PM
Tel: 615-297-6144, Fax: 615-297-7048
Chief Compliance Officer
BRIAN J. KOPINSKI
CHIEF COMPLIANCE OFFICER
3825 BEDFORD AVE
SUITE 202
NASHVILLE
TN
United States
Tel:
615-312-7748
Fax:
615-297-7048
B****@******************M
(Full email address available in API data)
Regulatory Contact
TONYA E WOODEN
PORTFOLIO ADMINISTRATOR
3825 BEDFORD AVE
STE 202
NASHVILLE
TN
United States
Tel:
615-297-1261
Fax:
615-297-7048
T****@******************M
(Full email address available in API data)
Industry Affiliates
| JEFFERSON BRIDGE CAPITAL, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KUHN, PAUL, HUBERT | Individual | – | PRINCIPAL | 09/2000 | < 5% |
| FROHSIN, STEPHEN, ADLER | Individual | – | PRINCIPAL | 11/2004 | 25-50% |
| SETTLE, WILL, E | Individual | – | PRINCIPAL | 04/2011 | 25-50% |
| SSC WIC HOLDINGS, LLC | Domestic Entity | – | OWNER | 02/2023 | 25-50% |
| Youngbauer, Lindsay, Anne | Individual | – | PRINCIPAL | 02/2023 | < 5% |
| Bennett, Carolyn, Grace | Individual | – | PRINCIPAL, CSO | 02/2023 | < 5% |
| Hughes, Nicole, Catherine | Individual | – | COO | 02/2023 | < 5% |
| BENEDICT, JOSEPH, KEITH | Individual | SSC WIC HOLDINGS, LLC | MANAGING MEMBER | 02/2023 | > 75% |
| Kopinski, Brian, James | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 320K | 3K | – |
| ABBOTT LABS | COM | 2M | 18K | – |
| ABBVIE INC | COM | 4M | 26K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 5K | – |
| ACI WORLDWIDE INC | COM | 4M | 89K | – |
| ADVANCED MICRO DEVICES INC | COM | 278K | 2K | – |
| AFLAC INC | COM | 2M | 22K | – |
| AIR PRODS & CHEMS INC | COM | 245K | 951 | – |
| ALPHABET INC | CAP STK CL C | 13M | 72K | – |
| ALPHABET INC | CAP STK CL A | 6M | 33K | – |
| ALTRIA GROUP INC | COM | 211K | 5K | – |
| AMAZON COM INC | COM | 3M | 17K | – |
| AMERICAN EXPRESS CO | COM | 2M | 9K | – |
| AMERIPRISE FINL INC | COM | 438K | 1K | – |
| AMGEN INC | COM | 696K | 2K | – |
| ANTERIX INC | COM | 1M | 34K | – |
| APPLE INC | COM | 38M | 181K | – |
| APPLIED DIGITAL CORP | COM NEW | 2M | 272K | – |
| APPLIED MATLS INC | COM | 371K | 2K | – |
| ASPEN AEROGELS INC | COM | 605K | 25K | – |
| AT&T INC | COM | 525K | 27K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 1M | 4K | – |
| BANK AMERICA CORP | COM | 4M | 110K | – |
| BECTON DICKINSON & CO | COM | 1M | 5K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 13M | 31K | – |
| BLACKROCK INC | COM | 864K | 1K | – |
| BLOCK H & R INC | COM | 273K | 5K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 652K | 16K | – |
| BROADCOM INC | COM | 22M | 13K | – |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 2M | 74K | – |
| BROWN FORMAN CORP | CL B | 248K | 6K | – |
| CAL MAINE FOODS INC | COM NEW | 306K | 5K | – |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 1M | 40K | – |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 475K | 14K | – |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 439K | 15K | – |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 550K | 17K | – |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 456K | 18K | – |
| CARLISLE COS INC | COM | 221K | 546 | – |
| CARRIER GLOBAL CORPORATION | COM | 382K | 6K | – |
| CATERPILLAR INC | COM | 836K | 3K | – |
| CHART INDS INC | COM | 3M | 24K | – |
| CHEVRON CORP NEW | COM | 17M | 111K | – |
| CHUBB LIMITED | COM | 8M | 32K | – |
| CINTAS CORP | COM | 1M | 2K | – |
| CISCO SYS INC | COM | 2M | 39K | – |
| CLEARWATER PAPER CORP | COM | 2M | 35K | – |
| COCA COLA CO | COM | 7M | 106K | – |
| COLGATE PALMOLIVE CO | COM | 378K | 4K | – |
| COMCAST CORP NEW | CL A | 258K | 7K | – |
| COPART INC | COM | 896K | 17K | – |
| COSTCO WHSL CORP NEW | COM | 6M | 7K | – |
| CSX CORP | COM | 2M | 53K | – |
| DANAHER CORPORATION | COM | 3M | 13K | – |
| DELTA AIR LINES INC DEL | COM NEW | 2M | 41K | – |
| DEVON ENERGY CORP NEW | COM | 245K | 5K | – |
| DIAGEO PLC | SPON ADR NEW | 2M | 13K | – |
| DIAMONDBACK ENERGY INC | COM | 423K | 2K | – |
| DISNEY WALT CO | COM | 1M | 12K | – |
| DUKE ENERGY CORP NEW | COM NEW | 17M | 166K | – |
| EATON CORP PLC | SHS | 641K | 2K | – |
| ECOLAB INC | COM | 872K | 4K | – |
| ELI LILLY & CO | COM | 4M | 5K | – |
| EMERSON ELEC CO | COM | 7M | 63K | – |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | 329K | 36K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 5M | 171K | – |
| EOG RES INC | COM | 316K | 3K | – |
| EXXON MOBIL CORP | COM | 6M | 49K | – |
| FEDEX CORP | COM | 792K | 3K | – |
| FIFTH THIRD BANCORP | COM | 242K | 7K | – |
| FIRST TR EXCHANGE-TRADED FD | MERGER ARBITRA | 259K | 15K | – |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 217K | 3K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 216K | 4K | – |
| FIRST TR MID CAP CORE ALPHAD | COM SHS | 202K | 2K | – |
| FORD MTR CO DEL | COM | 284K | 23K | – |
| FORTIVE CORP | COM | 228K | 3K | – |
| GENERAL DYNAMICS CORP | COM | 2M | 8K | – |
| GENERAL MLS INC | COM | 3M | 42K | – |
| GLOBAL PMTS INC | COM | 1M | 12K | – |
| GOLDMAN SACHS GROUP INC | COM | 608K | 1K | – |
| GRAINGER W W INC | COM | 308K | 341 | – |
| GRANITESHARES GOLD TR | SHS BEN INT | 278K | 12K | – |
| HARROW INC | COM | 4M | 206K | – |
| HCA HEALTHCARE INC | COM | 18M | 57K | – |
| HERSHEY CO | COM | 896K | 5K | – |
| HOME DEPOT INC | COM | 5M | 16K | – |
| HONEYWELL INTL INC | COM | 1M | 5K | – |
| ILLINOIS TOOL WKS INC | COM | 595K | 3K | – |
| INTEL CORP | COM | 916K | 30K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 452K | 3K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 2M | 29K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 369K | 18K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 205K | 10K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 1M | 71K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 678K | 35K | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 7K | – |
| ISHARES GOLD TR | ISHARES NEW | 325K | 7K | – |
| ISHARES INC | CORE MSCI EMKT | 3M | 63K | – |
| ISHARES TR | IBONDS DEC2026 | 22M | 934K | – |
| ISHARES TR | S&P 500 VAL ETF | 325K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 1M | 3K | – |
| ISHARES TR | RUS TP200 GR ETF | 383K | 2K | – |
| ISHARES TR | RUS MDCP VAL ETF | 459K | 4K | – |
| ISHARES TR | ISHS 1-5YR INVS | 11M | 207K | – |
| ISHARES TR | IBONDS DEC25 ETF | 768K | 31K | – |
| ISHARES TR | IBONDS DEC 26 | 1M | 54K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 4K | – |
| ISHARES TR | IBONDS DEC | 895K | 34K | – |
| ISHARES TR | MSCI EAFE MIN VL | 2M | 31K | – |
| ISHARES TR | IBONDS DEC 27 | 1M | 56K | – |
| ISHARES TR | IBONDS 27 ETF | 28M | 1M | – |
| ISHARES TR | 3 7 YR TREAS BD | 17M | 145K | – |
| ISHARES TR | ISHARES SEMICDTR | 9M | 37K | – |
| ISHARES TR | IBONDS DEC 28 | 1M | 55K | – |
| ISHARES TR | SELECT DIVID ETF | 486K | 4K | – |
| ISHARES TR | 1 3 YR TREAS BD | 12M | 147K | – |
| ISHARES TR | MSCI USA QLT FCT | 4M | 22K | – |
| ISHARES TR | CORE S&P SCP ETF | 315K | 3K | – |
| ISHARES TR | PFD AND INCM SEC | 520K | 16K | – |
| ISHARES TR | MSCI INTL QUALTY | 2M | 48K | – |
| ISHARES TR | GLOB HLTHCRE ETF | 26M | 1M | – |
| ISHARES TR | IBDS DEC28 ETF | 34M | 1M | – |
| ISHARES TR | RUS 1000 VAL ETF | 704K | 4K | – |
| ISHARES TR | RUSSELL 2000 ETF | 793K | 4K | – |
| ISHARES TR | IBONDS DEC 25 | 3M | 99K | – |
| ISHARES TR | S&P 500 GRWT ETF | 500K | 5K | – |
| ISHARES TR | IBONDS DEC24 ETF | 844K | 34K | – |
| ISHARES TR | MSCI EAFE ETF | 993K | 13K | – |
| ISHARES TR | MSCI ACWI EX US | 377K | 7K | – |
| ISHARES TR | 0-3 MNTH TREASRY | 15M | 147K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 812K | 16K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 764K | 15K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 337K | 6K | – |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 310K | 6K | – |
| JOHNSON & JOHNSON | COM | 12M | 85K | – |
| JPMORGAN CHASE & CO. | COM | 17M | 85K | – |
| KIMBERLY-CLARK CORP | COM | 344K | 2K | – |
| KOSMOS ENERGY LTD | COM | 1M | 207K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 293K | 1K | – |
| LOCKHEED MARTIN CORP | COM | 10M | 22K | – |
| LOUISIANA PAC CORP | COM | 360K | 4K | – |
| LOWES COS INC | COM | 592K | 3K | – |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 6M | 64K | – |
| M & T BK CORP | COM | 343K | 2K | – |
| MAGNITE INC | COM | 285K | 21K | – |
| MASTERCARD INCORPORATED | CL A | 2M | 5K | – |
| MCDONALDS CORP | COM | 4M | 15K | – |
| MERCK & CO INC | COM | 20M | 162K | – |
| META PLATFORMS INC | CL A | 3M | 5K | – |
| METLIFE INC | COM | 676K | 10K | – |
| MFS INTER INCOME TR | SH BEN INT | 27K | 10K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 808K | 9K | – |
| MICROSOFT CORP | COM | 36M | 80K | – |
| MODERNA INC | COM | 2M | 13K | – |
| MONDELEZ INTL INC | CL A | 938K | 14K | – |
| MOODYS CORP | COM | 337K | 800 | – |
| NATIONAL HEALTH INVS INC | COM | 207K | 3K | – |
| NETFLIX INC | COM | 501K | 742 | – |
| NEXTERA ENERGY INC | COM | 713K | 10K | – |
| NIKE INC | CL B | 2M | 30K | – |
| NORTHROP GRUMMAN CORP | COM | 247K | 566 | – |
| NOVARTIS AG | SPONSORED ADR | 4M | 38K | – |
| NOVO-NORDISK A S | ADR | 4M | 29K | – |
| NUCOR CORP | COM | 2M | 16K | – |
| NVIDIA CORPORATION | COM | 2M | 17K | – |
| OLD REP INTL CORP | COM | 4M | 123K | – |
| ORACLE CORP | COM | 2M | 11K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 1M | 51K | – |
| PALO ALTO NETWORKS INC | COM | 5M | 15K | – |
| PAYCHEX INC | COM | 5M | 45K | – |
| PEPSICO INC | COM | 7M | 40K | – |
| PFIZER INC | COM | 5M | 162K | – |
| PHILIP MORRIS INTL INC | COM | 544K | 5K | – |
| PHILLIPS 66 | COM | 489K | 3K | – |
| PINNACLE FINL PARTNERS INC | COM | 4M | 53K | – |
| PROCTER AND GAMBLE CO | COM | 14M | 85K | – |
| PROGRESSIVE CORP | COM | 711K | 3K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 817K | 11K | – |
| QUALCOMM INC | COM | 1M | 7K | – |
| RENASANT CORP | COM | 247K | 8K | – |
| RTX CORPORATION | COM | 1M | 14K | – |
| SALESFORCE INC | COM | 5M | 18K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 820K | 17K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3M | 86K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 951K | 9K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 3M | 35K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 2M | 23K | – |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 365K | 10K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 684K | 17K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 7M | 50K | – |
| SELECT SECTOR SPDR TR | ENERGY | 838K | 9K | – |
| SHELL PLC | SPON ADS | 632K | 9K | – |
| SOUTHERN CO | COM | 3M | 36K | – |
| SOUTHWEST AIRLS CO | COM | 387K | 14K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 13M | 335K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 3M | 6K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 441K | 825 | – |
| SPDR SER TR | PORTFOLIO S&P600 | 336K | 8K | – |
| SPDR SER TR | PORTFOLIO SH TSR | 1M | 51K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 3M | 43K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 395K | 8K | – |
| SSGA ACTIVE TR | SPDR BLACKSTONE | 315K | 11K | – |
| STONEX GROUP INC | COM | 10M | 130K | – |
| STRYKER CORPORATION | COM | 1M | 3K | – |
| SYNOVUS FINL CORP | COM NEW | 301K | 8K | – |
| SYSCO CORP | COM | 448K | 6K | – |
| TARGET CORP | COM | 2M | 15K | – |
| TCW ETF TRUST | TRANSFRM 500 ETF | 266K | 4K | – |
| TESLA INC | COM | 207K | 1K | – |
| TEXAS INSTRS INC | COM | 253K | 1K | – |
| THE CIGNA GROUP | COM | 262K | 792 | – |
| TJX COS INC NEW | COM | 995K | 9K | – |
| TRAVELERS COMPANIES INC | COM | 309K | 2K | – |
| UNILEVER PLC | SPON ADR NEW | 473K | 9K | – |
| UNION PAC CORP | COM | 308K | 1K | – |
| UNITED PARCEL SERVICE INC | CL B | 10M | 77K | – |
| UNITEDHEALTH GROUP INC | COM | 11M | 22K | – |
| US BANCORP DEL | COM NEW | 665K | 17K | – |
| VANECK ETF TRUST | MORNINGSTAR SMID | 5M | 153K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 1M | 5K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 256K | 4K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 230K | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 23M | 87K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 22M | 99K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 926K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 148M | 396K | – |
| VANGUARD INDEX FDS | VALUE ETF | 105M | 656K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 763K | 4K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 22M | 89K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 5M | 107K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 13M | 219K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 9M | 158K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1M | 19K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 8M | 46K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 63M | 1M | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 9M | 74K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 575K | 3K | – |
| VERALTO CORP | COM SHS | 295K | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 8M | 200K | – |
| VISA INC | COM CL A | 2M | 6K | – |
| WALMART INC | COM | 5M | 71K | – |
| WASTE MGMT INC DEL | COM | 3M | 16K | – |
| WELLS FARGO CO NEW | COM | 624K | 11K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 2M | 81K | – |
| WISDOMTREE TR | EM EX ST-OWNED | 276K | 9K | – |
| WORKDAY INC | CL A | 2M | 8K | – |
| YUM BRANDS INC | COM | 442K | 3K | – |
| ZOETIS INC | CL A | 270K | 2K | – |