Woodmont Investment Counsel, LLC

Woodmont Investment Counsel, LLC is a registered investment adviser based in Tennessee, established in 2000. The firm offers discretionary investment management services on a fee-only basis, focusing on tailored investment strategies across equity, fixed-income, and cash equivalent securities. Woodmont acts as a fiduciary, aligning investment transactions with clients' financial circumstances and goals. Clients have the option for both discretionary and non-discretionary investment management services, with the ability to set restrictions on their accounts. The firm's investment philosophy emphasizes diversification and asset allocation tailored to individual client situations. Woodmont's fee structure ranges from 0.20% to 1.0% of the market value of assets under management, billed quarterly in advance. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, trusts, estates, charitable organizations, retirement plans, and corporations, with a minimum account size typically set at $2,000,000. Woodmont utilizes research from various sources for securities analysis and employs a broad diversification strategy across different asset classes. The firm discloses no disciplinary history and has no financial issues to report. Clients receive regular account reviews and detailed reports, with custody services provided by a custodian such as Charles Schwab & Co., Inc. Woodmont does not vote client securities but engages a third party for securities litigation claims filing.