Principal · Woodmont Investment Counsel, LLC
Will E Settle
CRD 3251873 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Woodmont Investment Counsel, LLC, an SEC-registered wealth manager based in Nashville, TN with $2.0 billion in regulatory assets, lists Will E Settle on its Form ADV as Principal, a control person. The SEC filings also name Will at 1 other registered adviser.
Firms and roles
- Woodmont Investment Counsel, LLCPrincipalWealth manager · Nashville, TN · $2.0B in regulatory assets
- Jefferson Bridge Capital, LLCPrincipalAsset manager · Nashville, TN · $146M in regulatory assets
AtlasMembers
Will’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Stephen A. FrohsinPrincipal, Woodmont Investment Counsel, LLC
- Lindsay A. YoungbauerPrincipal, Woodmont Investment Counsel, LLC
- Carolyn G. BennettPrincipal, CSO, Woodmont Investment Counsel, LLC
- Nicole C. HughesCOO, Woodmont Investment Counsel, LLC
- Brian J. KopinskiChief Compliance Officer, Woodmont Investment Counsel, LLC
3 more people named with Will on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Will’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.