SourcingSourcing

WOODMONT ADVISORY GROUP, INC.

B59
CRD 112276·SEC 801-113349
AUM
$91.9M
$25M-$100M
Est. Revenue
$919K
@ 1% on AUM
Est. EBITDA
$276K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WOODMONT ADVISORY GROUP, INC.
CRD
112276
SEC file #
801-113349
EIN
—
DBA names
—

Economics

AUM
$91.9M
AUM band
$25M-$100M
AUM trajectory
'20'26
$178.6M → $91.9M▼ -49%
Client mix
Individuals Other290
Individuals High Net Worth8

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEPHENSON, HENRY, WILLINGHAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STEPHENSON, HENRY, WILLINGHAM
RYKER, BRANDI, MICHELLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
No
Top Owner CRD
2837435
Trust Company Affiliate
No

People (4)

4
STEPHENSON, HENRY, WILLINGHAM
IAR · Direct Owner · 87.5%
2837435
RYKER, BRANDI, MICHELLE
Executive Officer · 2.5%
4651241
THOMAS CARLETON BILLUPS
IAR
4403689
DeRosa, Michael, Anthony
IAR
4079942