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| Woodmont Investment Counsel LLC
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|
|---|---|
| CRD # | 109779 |
| SEC # | 801-57961 |
| CIK # | 0001133653 |
| AUM | $1.2 BB (2023-03-31) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 615-297-6144 |
| Address | 401 Commerce Street Nashville, TN 37219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 29.5 | |
| MSFT | 1,918,222.4 | 22.5 | |
| MRK | 232,371.9 | 17.3 | |
| HCA | 51,952.1 | 15.4 | |
| CVX | 294,604.1 | 15.0 | |
| DUK | 81,378.5 | 12.5 | |
| PG | 338,108.9 | 12.2 | |
| UPS | 157,208.0 | 12.0 | |
| JNJ | 465,600.2 | 11.7 | |
| JPM | 340,169.2 | 10.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Woodmont Partners Fund LP | 2013-07-02 | 15.7 | |
| HF | Teleion Fund I LP | 2012-03-29 | 8.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 26.8 |
| (b) Individuals (high net worth individuals) | 312 | 1,057.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 21 | 126.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 24.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,176 | 1,247.8 |
| By Discretionary | ||
| Discretionary | 1,123 | 1,198.7 |
| Non-Discretionary | 53 | 49.2 |
| Total | 1,176 | 1,247.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,247.8 | |
| Total | 1,176 | 1,247.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001133653] |
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