Woodmont Investment Counsel, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 468
- Avg AUM / client
- $4.3M
- Accounts
- 1,469
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $65.1M | 3.24% |
| High net worth individuals | 335 | $1.7B | 85.2% |
| Pension and profit sharing plans | 2 | $347K | 0.02% |
| Charitable organizations | 27 | $227M | 11.3% |
| Corporations and other businesses | 2 | $5.2M | 0.26% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Infoworks 401(k) Plan Infoworks, Inc. | 2024 | |
| Bradley Arant Boult Cummings Llp Retirement Plan Bradley Arant Boult Cummings Llp | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kuhn, Paul, Hubert | Principal | Sep 2000 (26y) | Less than 5% | |
| Stephen Adler Frohsin | Principal | Nov 2004 (22y) | 25% – 50% | |
| Will E Settle | Principal | Apr 2011 (15y) | 25% – 50% | |
| Lindsay Anne Youngbauer | Principal | CFP | Nov 2019 (7y) | Less than 5% |
| Brian James Kopinski | Chief Compliance Officer | CFA | Aug 2021 (5y) | Less than 5% |
| Benedict, Joseph, Keith | Managing Member | Feb 2023 (4y) | ≈ 18.75% – 50% via Ssc Wic Holdings, Llc | |
| Carolyn Grace Bennett | Principal, Cso | CFA | Feb 2023 (4y) | Less than 5% |
| Nicole Catherine Hughes | Coo | CFP | Feb 2023 (4y) | Less than 5% |
| Cade Jeffery Schacher | Registered representative | CFP | Apr 2021 (5y) | |
| Jason Bonn | Registered representative | CFP | Mar 2022 (4y) | |
| Ann Taylor Holley Knotts | Registered representative | CFP CFA | Sep 2022 (4y) | |
| Andrew James Peapos | Registered representative | CFP | Sep 2023 (3y) | |
| Jack Dupuy | Registered representative | CFA | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ssc Wic Holdings, Llc | Owner | Feb 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Benedict, Joseph, Keith: 75% – 100% of Ssc Wic Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Infoworks 401(k) Plan | Infoworks, Inc. | 89 | $14.7M | 01/01/2024 |
| Bradley Arant Boult Cummings Llp Retirement Plan | Bradley Arant Boult Cummings Llp | 1,172 | $694M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗