CRD: 109779
Woodmont Investment Counsel, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-11-2000
- Office Locations
- 1
Office Locations
About Woodmont Investment Counsel, LLC
Woodmont Investment Counsel is a Nashville, TN RIA serving retail and institutional clients, focused on helping families and business owners pursue multigenerational goals. The firm pairs comprehensive financial planning (estate, charitable giving, business succession) with portfolio management using an asset-allocation approach across mutual funds, ETFs, and fixed income. Custodied primarily at Schwab and operates on Orion.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN ADLER FROHSIN
Principal
- CRD
- #2955350
- Ownership
- 25% but less than 50%
WILL E SETTLE MR.
Financial Advisor, PRINCIPAL
- CRD
- #3251873
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Jason Bonn
Associate
- CRD
- #7032319
Jack Dupuy
Associate
- CRD
- #7904719
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,982,180,105 | $1,359,520 |
| Non-Discretionary | $30,051,899 | $2,731,991 |
| Total | $2,012,232,004 | $1,369,797 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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