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Brian James Kopinski

Woodmont Investment Counsel, LLC

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About Brian James Kopinski

Brian Kopinski is a registered investment advisor representative with Woodmont Investment Counsel, LLC, based in Nashville, TN. Brian has been in the industry since May 2012 and has a background in the financial services industry. Brian is a CFA charterholder and is registered in Tennessee as an investment advisor representative. Brian's primary focus is on providing investment advice and portfolio management for individuals, businesses, and charitable organizations. He specializes in providing financial planning services and also has experience selecting other advisors for clients.

Firm Information

Brian Kopinski is currently registered with Woodmont Investment Counsel, LLC. Woodmont Investment Counsel, LLC is an investment advisor headquartered in Nashville, TN. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. As of their latest filing, they manage approximately $1.41 billion in assets for a total of 1,299 clients, primarily consisting of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also provide services to corporations or other businesses.
Woodmont Investment Counsel, LLC

3825 BEDFORD AVE

NASHVILLE, TN 37215

$1.41B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Kopinski’s Registration & Firm History

TN

08/03/2021 - Present

Woodmont Investment Counsel, LLC (NASHVILLE TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Kopinski.
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