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Carolyn Grace Bennett

Woodmont Investment Counsel, LLC

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About Carolyn Grace Bennett

Carolyn Bennett is a registered investment advisor representative with Woodmont Investment Counsel, LLC. Carolyn has been in the industry since July 2015. Carolyn holds the Series 65 license, the Uniform Investment Adviser Law Examination. Carolyn is also a Chartered Financial Analyst. Carolyn has experience working with high-net-worth individuals, charitable organizations, and corporations. Woodmont Investment Counsel, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Woodmont Investment Counsel, LLC has offices in Nashville, TN.

Firm Information

Carolyn Bennett 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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Carolyn Bennett’s Registration & Firm History

TN

01/15/2025 - Present

Woodmont Investment Counsel, LLC (NASHVILLE TN)

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Licenses & Designations

IA

Issued 11/20/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolyn Grace Bennett.
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