$91.9M Total AUM
$91.9M Disc. AUM
-19.0% 3Y CAGR
2 Employees
298 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Guggenheim
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-10-1997
- Office Locations
- 1
Office Locations
-- Brandon MS
About Woodmont Advisory Group, Inc.
Woodmont Advisory Group, Inc. is a Brandon-based RIA. The firm has been operating for 28 years. Managing $91.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$45.9M AVG AUM / ADVISOR
$308.3K AVG AUM / CLIENT
25.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
H
HENRY WILLINGHAM STEPHENSON JR.
Chief Compliance Officer, President
- CRD
- #2837435
- Ownership
- 75% or more
Available
Available
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B
BRANDI MICHELLE RYKER
Secretary, TREASURER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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Showing 2 of 2 owners & executives
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T
THOMAS CARLETON BILLUPS JR.
--
- CRD
- #4403689
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,866,028 | $308,275 |
| Non-Discretionary | $0 | -- |
| Total | $91,866,028 | $308,275 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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