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Woodlands Asset Management Inc

Woodlands Asset Management Inc is a RIA based in The Woodlands, TX with $216M in AUM and with 7 advisors nationwide . Morris Lynn Monroe is the majority owner of the firm and has been in this role with the firm since 1994.

Advisors (7)

Name Start Date
Christopher Sloan Moss Aug 2000
Robert Earl Telford Apr 1993
Morris Lynn Monroe Jun 1988
Jack Davis Jun 2007
Stephen Wayne Corley Jun 2011
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Morris Lynn Monroe Pres/Ceo/Chief Compliance Officer 01/01/1994

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

10655 Six Pines Dr Ste 100
The Woodlands , TX 77380
Phone Number: 281-367-2483
Other Offices Address City State Zip
Po Box 7805 The Woodlands TX 77387
1101 S. Chestnut Lufkin TX 75901
2000 River Edge Pkwy Ste 660 Atlanta GA 30328

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets