WOODMONT INVESTMENT COUNSEL, LLC
CRD #109779 SEC #801-57961 NASHVILLE, TN 615-297-6144
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
11
Clients
251
Accounts
1,569
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $37.1M | 11 | 0 |
| Nov 2024 | $1.4B | $1.4B | $33.5M | 11 | 0 |
| Mar 2024 | $1.4B | $1.4B | $33.5M | 11 | 0 |
| Jan 2024 | $1.2B | $1.2B | $49.2M | 13 | 0 |
| Dec 2023 | $1.2B | $1.2B | $49.2M | 13 | 0 |
| Mar 2023 | $1.2B | $1.2B | $49.2M | 13 | 0 |
| Mar 2022 | $1.2B | $1.2B | $43M | 16 | 0 |
| Mar 2022 | $1.2B | $1.2B | $43M | 16 | 0 |
| Dec 2021 | $958.7M | $872.1M | $86.6M | 10 | 0 |
| Mar 2021 | $958.7M | $872.1M | $86.6M | 10 | 0 |
| Jun 2020 | $841.6M | $814.2M | $27.4M | 9 | 0 |
| Mar 2020 | $841.6M | $814.2M | $27.4M | 9 | 0 |
| Jul 2019 | $715.1M | $672.7M | $42.3M | 6 | 0 |
| Mar 2019 | $715.1M | $672.7M | $42.3M | 6 | 0 |
| Mar 2018 | $688.8M | $671.9M | $16.8M | 8 | 0 |
| Mar 2017 | $624.1M | $592.5M | $31.6M | 8 | 300 |
| Mar 2016 | $588.2M | $552.5M | $35.8M | 7 | 300 |
| Mar 2015 | $637.9M | $612.4M | $25.5M | 8 | 300 |
| Mar 2014 | $557.4M | $521.6M | $35.8M | 8 | 300 |
| Jul 2013 | $435.1M | $396.1M | $39.1M | 8 | 200 |
| Mar 2013 | $435.1M | $396.1M | $39.1M | 8 | 200 |
| Apr 2012 | $397.1M | $359.3M | $37.8M | 6 | 200 |
| Mar 2012 | $397.1M | $359.3M | $37.8M | 6 | 200 |
| May 2011 | $386M | $354.4M | $31.6M | 10 | -- |
| Mar 2011 | $323.9M | $294.3M | $29.6M | 10 | -- |
| Feb 2011 | $293.3M | $265.5M | $27.7M | 10 | -- |
| Feb 2009 | $233.4M | $208.9M | $24.5M | 10 | -- |
| Feb 2008 | $294M | $265.7M | $28.3M | 10 | -- |
| Jan 2007 | $294M | $265.7M | $28.3M | 10 | -- |
| Mar 2006 | $265M | $255.5M | $9.5M | 10 | -- |
| Mar 2006 | $265M | $255.5M | $9.5M | 10 | -- |
| Dec 2005 | $307.8M | $297.5M | $10.3M | 10 | -- |
| Nov 2003 | $242M | $238.9M | $3.1M | 10 | -- |
| Nov 2003 | $242M | $238.9M | $3.1M | 10 | -- |
| Apr 2002 | $323.7M | $319.4M | $4.4M | 10 | -- |
| Mar 2002 | $323.7M | $319.4M | $4.4M | 10 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$37.1M
Employees11
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$33.5M
Employees11
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$33.5M
Employees11
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$49.2M
Employees13
Clients0
DateDec 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$49.2M
Employees13
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$49.2M
Employees13
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$43M
Employees16
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$43M
Employees16
Clients0
DateDec 2021
Total AUM$958.7M
Discretionary$872.1M
Non-Disc.$86.6M
Employees10
Clients0
DateMar 2021
Total AUM$958.7M
Discretionary$872.1M
Non-Disc.$86.6M
Employees10
Clients0
DateJun 2020
Total AUM$841.6M
Discretionary$814.2M
Non-Disc.$27.4M
Employees9
Clients0
DateMar 2020
Total AUM$841.6M
Discretionary$814.2M
Non-Disc.$27.4M
Employees9
Clients0
DateJul 2019
Total AUM$715.1M
Discretionary$672.7M
Non-Disc.$42.3M
Employees6
Clients0
DateMar 2019
Total AUM$715.1M
Discretionary$672.7M
Non-Disc.$42.3M
Employees6
Clients0
DateMar 2018
Total AUM$688.8M
Discretionary$671.9M
Non-Disc.$16.8M
Employees8
Clients0
DateMar 2017
Total AUM$624.1M
Discretionary$592.5M
Non-Disc.$31.6M
Employees8
Clients300
DateMar 2016
Total AUM$588.2M
Discretionary$552.5M
Non-Disc.$35.8M
Employees7
Clients300
DateMar 2015
Total AUM$637.9M
Discretionary$612.4M
Non-Disc.$25.5M
Employees8
Clients300
DateMar 2014
Total AUM$557.4M
Discretionary$521.6M
Non-Disc.$35.8M
Employees8
Clients300
DateJul 2013
Total AUM$435.1M
Discretionary$396.1M
Non-Disc.$39.1M
Employees8
Clients200
DateMar 2013
Total AUM$435.1M
Discretionary$396.1M
Non-Disc.$39.1M
Employees8
Clients200
DateApr 2012
Total AUM$397.1M
Discretionary$359.3M
Non-Disc.$37.8M
Employees6
Clients200
DateMar 2012
Total AUM$397.1M
Discretionary$359.3M
Non-Disc.$37.8M
Employees6
Clients200
DateMay 2011
Total AUM$386M
Discretionary$354.4M
Non-Disc.$31.6M
Employees10
Clients--
DateMar 2011
Total AUM$323.9M
Discretionary$294.3M
Non-Disc.$29.6M
Employees10
Clients--
DateFeb 2011
Total AUM$293.3M
Discretionary$265.5M
Non-Disc.$27.7M
Employees10
Clients--
DateFeb 2009
Total AUM$233.4M
Discretionary$208.9M
Non-Disc.$24.5M
Employees10
Clients--
DateFeb 2008
Total AUM$294M
Discretionary$265.7M
Non-Disc.$28.3M
Employees10
Clients--
DateJan 2007
Total AUM$294M
Discretionary$265.7M
Non-Disc.$28.3M
Employees10
Clients--
DateMar 2006
Total AUM$265M
Discretionary$255.5M
Non-Disc.$9.5M
Employees10
Clients--
DateMar 2006
Total AUM$265M
Discretionary$255.5M
Non-Disc.$9.5M
Employees10
Clients--
DateDec 2005
Total AUM$307.8M
Discretionary$297.5M
Non-Disc.$10.3M
Employees10
Clients--
DateNov 2003
Total AUM$242M
Discretionary$238.9M
Non-Disc.$3.1M
Employees10
Clients--
DateNov 2003
Total AUM$242M
Discretionary$238.9M
Non-Disc.$3.1M
Employees10
Clients--
DateApr 2002
Total AUM$323.7M
Discretionary$319.4M
Non-Disc.$4.4M
Employees10
Clients--
DateMar 2002
Total AUM$323.7M
Discretionary$319.4M
Non-Disc.$4.4M
Employees10
Clients--