WOODMONT INVESTMENT COUNSEL, LLC
C29
CRD 109779·SEC 801-57961·NASHVILLE, TN
AUM
$2.01B
$1B+
Est. Revenue
$20.1M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$48.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $715.1M
'21 · $841.6M
'22 · $958.7M
'23 · $1.21B
'25 · $1.74B
'26 · $2.01B
'20'26
$715.1M → $2.01B▲ +181%
Client mix
| Individuals High Net Worth | 335 |
| Individuals Other | 102 |
| Charitable Organizations | 27 |
| Pension Profit Sharing Plans | 2 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 7 advisors
'22 · 8 advisors
'23 · 12 advisors
'25 · 11 advisors
'26 · 11 advisors
'20'26
6 advisors → 11 advisors▲ +83%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2019-08-152019-08-15 · 0001172709-19-000001
2018-08-172018-08-17 · 0001172709-18-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3422 OLD CAPITOL TRAILSUITE 161WILMINGTON, DE 19808
Business
3422 OLD CAPITOL TRAILSUITE 161WILMINGTON, DE 19808
Edgar Recent Filings
D/A2019-08-15 · 0001172709-19-000001
D/A2018-08-17 · 0001172709-18-000001