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Cade Jeffery Schacher

Woodmont Investment Counsel, LLC

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About Cade Jeffery Schacher

Cade Jeffery Schacher is a financial advisor with Woodmont Investment Counsel, LLC. Cade has been in the industry since October 31, 2016 and has a Series 6, Series 63, Series 65, and SIE license. Cade is a Certified Financial Planner and specializes in working with individuals, high-net-worth individuals, and charitable organizations. Cade's previous experience includes working at J.P. Morgan Securities LLC. Woodmont Investment Counsel, LLC is a registered investment advisor that provides a range of services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Cade Schacher 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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Cade Schacher’s Registration & Firm History

TN

04/01/2021 - Present

Woodmont Investment Counsel, LLC (NASHVILLE TN)

TX

10/31/2016 - 02/18/2021

J.P. MORGAN SECURITIES LLC (BRYAN TX)

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Licenses & Designations

IA

Issued 03/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cade Jeffery Schacher.
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