WOODMONT INVESTMENT Overview

Woodmont Investment Counsel Llc is an investment advisor that manages 637.9 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 349MM in positions, representing 55% of the manager's regulatory AUM.

WOODMONT INVESTMENT StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

WOODMONT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTV 3.85% ETF 5% 0.13% 0 2%
VUG 3.74% ETF -2.44% -0.15% 0 3%
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FEATURED IN
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WOODMONT INVESTMENT Founders and Key Employees

Name Title In Position Since
Paul H. Kuhn Principal September-2000
Scott P. Burns Principal July-2003
James Conner Principal November-2004
Stephen A. Frohsin Principal, Chief Compliance Officer November-2004
Will E. Settle Principal April-2011

WOODMONT INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

WOODMONT INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

In analyzing securities, we utilize research from both publicly available and private sources but all investment decisions on behalf of our clients are our own.

We believe in broad diversification among liquid assets (primarily cash, fixed‐income and equity securities), minimizing investment expenses and controlling taxes for taxable accounts. Our strategy and asset allocation for each client is based on each client’s circumstances and goals. Our understanding of a client’s financial situation typically includes their estate planning and insurance needs as well as retirement expectations.

The risk of loss varies with the risk profile and asset allocation of each portfolio but can be substantial for more aggressive portfolios. Cash equivalents present little or no risk of loss of principal but offer no protection from the erosive impac...
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WOODMONT INVESTMENT Portfolio Concentration

WOODMONT INVESTMENT Location

401 COMMERCE STREET
SUITE 5400
NASHVILLE, Tennessee
UNITED STATES, 37219

WOODMONT INVESTMENT Contact Information

Phone Number: 615-297-6144
Fax Number: 615-297-7048
Website:

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