# Woodmont Investment Counsel

Woodmont Investment Counsel is a Bank / Wealth / Trust based in Nashville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Nashville, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** woodmontcounsel.com
- **LinkedIn:** https://www.linkedin.com/company/woodmont-investment-counsel-llc

## Regulatory record

- **CRD number:** 109779
- **SEC file number:** 801-57961
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109779

## About

Woodmont Investment Counsel is an SEC-registered investment adviser in Nashville, TN, registered since 2000. The firm manages $2.0 billion in regulatory assets under management on a discretionary basis. It has 15 employees and 11 investment advisers — all based in Nashville.

## Questions

### What investment philosophy does Woodmont likely follow?

Given its classification as a trust-oriented wealth manager, Woodmont almost certainly follows a total-return, risk-managed approach built around diversified portfolios of equities, investment-grade fixed income, and possibly core real estate or private credit. The trust-company context means capital preservation and generation of reliable income for beneficiaries are the central objectives, not maximizing absolute returns. Tactical allocations and tax-aware management are standard for this firm type.

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Last updated: 2026-06-03T20:00:00.000Z

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