Austin, TX Office

Woodmont Investment Counsel provides discretionary investment management and advisory services to individuals (including high net worth clients), trusts, estates, charitable organizations, retirement plans, and business entities. As of December 31, 2025, the firm managed approximately $2.01 billion across about 437 client relationships, with the substantial majority of assets managed on a discretionary basis.

The firm typically builds a tailored investment strategy after a detailed review of a client’s financial circumstances — including estate, tax, retirement and insurance considerations — and implements balanced allocations across equities, fixed income and cash equivalents. Portfolios are constructed using individual stocks and bonds, ETFs, no‑load mutual funds and, where appropriate, alternative investments such as REITs, commodities and private equity limited partnerships, with diversification guidelines across market capitalizations and investment styles.

Noteworthy characteristics include a stated account minimum generally set at $2,000,000 (subject to waiver), indicating a primary focus on higher‑net‑worth households, and a minority ownership interest in Jefferson Bridge Capital, from which the firm receives compensation though it does not make client referrals to that affiliate. The firm also generally does not vote client proxies except as required, has engaged a specialist to pursue securities class‑action claims on behalf of clients, and routinely uses institutional custody and prime brokerage arrangements that can affect execution and the services it receives.