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Woodmont Investment Counsel, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 12, 2019
    • $715.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 319
      Accounts
    • $2.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Will E Settle
December 2011
Stephen Adler Frohsin
July 2004
James Conner
February 2004
Paul Hubert Kuhn
January 2004
Scott Patrick Burns
January 2004

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Scott Patrick Burns Principal July, 2003 10% to 25%
    James Conner Principal November, 2004 10% to 25%
    Stephen Adler Frohsin Principal, Chief Compliance Officer November, 2004 10% to 25%
    Will E Settle Principal April, 2011 10% to 25%
    Paul Hubert Kuhn Principal September, 2000 5% to 10%
    David Christopher Wells Principal February, 2017 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees