Woodmont Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Woodmont Advisory Group provides discretionary portfolio management to a mix of clients, including individual investors at both non‑high‑net‑worth and high‑net‑worth levels, as well as institutional retirement and corporate plans. Its management services are delivered through allocations to ETFs, no‑load open‑end index and managed funds, with custody maintained at major custodians.
The firm follows a strategic asset allocation process based on market probability indicators—such as stock market psychology, valuation, monetary conditions, and trend—and uses both fundamental and technical analysis to select and monitor investments. Portfolios emphasize equity exposure, periodic rebalancing, and ongoing risk/return monitoring, with the ability to include foreign securities and alternative categories when appropriate.
Notably, Woodmont manages institutional retirement accounts (ERISA/401(k)/SEP) alongside a substantial retail client base and operates under a percentage‑of‑assets fee model, reporting $91,866,028 in discretionary assets under management as of December 31, 2025. The firm participates in institutional custody programs with Schwab and Fidelity and uses soft‑dollar research arrangements, and it does not act as or sponsor a private fund adviser.
Client services
Expertise
Fee options
$100 - $99,999: 1.50% per year (0.3750% quarterly) $100,000 - $249,999: 1.25% per year (0.3125% quarterly) $250,000+: 1.00% per year (0.2500% quarterly)
Main office
Brandon MS
Advisors at this office
2
Most active in
Florida · Louisiana · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Henry S
Brandon, MS
Woodmont Advisory Group, Inc.
Henry Stephenson Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS. He holds 29 years of industry experience and has been with Woodmont Advisory Group since 1986. His career as a financial advisor began in 1975. Woodmont Advisory Group provides discretionary portfolio management to individual investors across various wealth levels as well as institutional retirement and corporate plans. The firm employs a strategic asset allocation process based on market probability indicators and uses both fundamental and technical analysis to manage portfolios emphasizing equity exposure and ongoing risk monitoring.
Thomas B
Brandon, MS
Woodmont Advisory Group, Inc.
Thomas Billups Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS, holding 22 years of industry experience. He has been with Woodmont Advisory Group since 1991 and also maintains a role at Carleton Billups & Associates since 1986. Woodmont Advisory Group provides discretionary portfolio management services for individuals, including high-net-worth clients, as well as corporate and retirement plan accounts. The firm uses a strategic asset allocation process combining fundamental and technical analysis to construct primarily equity-focused portfolios, which are actively monitored and periodically rebalanced.
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