← Tributary

WOODMONT ADVISORY GROUP, INC.

· CRD 112276 · IAPD ↗ · 601-724-1926

$91.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WOODMONT ADVISORY GROUP, INC. reported RAUM down 27% ($125.4M -> $91.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.