Woodmont Advisory Group, Inc.
Woodmont Advisory Group, Inc. is an SEC-registered mass-market adviser with $91.9M assets under management (AUM, regulatory AUM), -27% over one year. See who owns Woodmont Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112276, SEC 801-113349, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $91.9M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 298
- CRD
- 112276
- Ownership
- STEPHENSON, HENRY, WILLINGHAM; MUNDIE, DONALD, LEE; BILLUPS, CARLETON; ADCOCK, BRANDI, MICHELLE; RYKER, BRANDI, MICHELLE
How much AUM does Woodmont Advisory Group, Inc. have?
Woodmont Advisory Group, Inc. reported $91.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Woodmont Advisory Group, Inc.?
Disclosed owners and executives of Woodmont Advisory Group, Inc. include STEPHENSON, HENRY, WILLINGHAM, MUNDIE, DONALD, LEE, BILLUPS, CARLETON, ADCOCK, BRANDI, MICHELLE, RYKER, BRANDI, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.