Woodmont Investment Counsel Revenue

Investment Management • Nashville, Tennessee, United States • 11-20 Employees

Woodmont Investment Counsel revenue & valuation

Annual revenue	$11,600,000
Revenue per employee	$825,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$37,000,000
Total funding	No funding

Key Contact at Woodmont Investment Counsel

Cade Schacher

Vice President - Advisor

Company overview

Headquarters	3825 Bedford Ave, Suite 202, Nashville, Tennessee 37215, US
Phone number	+16152976144
Website	woodmontcounsel.com
NAICS	5231
SIC	628
Keywords	Investment Management, Financial Planning And Counsel, Institutional Advisory And Investment
Founded	2000
Employees	11-20
Socials

Woodmont Investment Counsel Email Formats

Woodmont Investment Counsel uses 2 email formats. The most common is {first initial} (e.g., j@woodmontcounsel.com), used 69.2% of the time.

Format	Example	Percentage
{first initial}	j@woodmontcounsel.com	69.2%
{first name}	john@woodmontcounsel.com	30.8%

About Woodmont Investment Counsel

Founded in 2000, we are an independent registered investment advisor (RIA) with approximately $1.9 billion in assets under management as of June 2025. While headquartered in Nashville, TN, we serve high net-worth individuals, families, business owners, endowments, foundations and trusts throughout the United States.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Woodmont Investment Counsel has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Woodmont Investment Counsel has never raised funding before.

Woodmont Investment Counsel Tech Stack

Discover the technologies and tools that power Woodmont Investment Counsel's digital infrastructure, from frameworks to analytics platforms.

Thawte

SSL/TLS certificate authorities

Adobe Fonts

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Apache HTTP Server

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Salesforce

CRM

reCAPTCHA

Security

jQuery

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Google Tag Manager

Tag managers

HSTS

Security

Google Analytics

Analytics

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Frequently asked questions

Woodmont Investment Counsel is located in Nashville, Tennessee, US.

You can reach Woodmont Investment Counsel at +16152976144.

Woodmont Investment Counsel generates an estimated annual revenue of $11,545,178. This revenue figure reflects the company's market position and business performance in its industry.

Woodmont Investment Counsel has an estimated valuation of $37,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Woodmont Investment Counsel was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Woodmont Investment Counsel has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Woodmont Investment Counsel

Cade Schacher

Vice President - Advisor

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