AdvisorOS Directory
Claim Profile
Unclaimed Profile
BK

Brian James Kopinski

WOODMONT INVESTMENT COUNSEL, LLC·NASHVILLE, Tennessee
Clean record5 years registeredWOODMONT INVESTMENT COUNSEL, LLC
3825 BEDFORD AVE, NASHVILLE, TN 37215CRD# 7419624Firm CRD# 109779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian James Kopinski · NASHVILLE, TN
Registration
CRD #7419624 · WOODMONT INVESTMENT COUNSEL, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

WOODMONT INVESTMENT COUNSEL, LLC
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 3, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODMONT INVESTMENT COUNSEL, LLC
CRD 109779 · SEC 801-57961
AUM
$1.4B
Regulatory assets under management
Employees
11
1,299 client accounts
Services offered by WOODMONT INVESTMENT COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODMONT INVESTMENT COUNSEL, LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

Browse NASHVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian James Kopinski offer?
Brian James Kopinski specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Brian James Kopinski's credentials?
Brian James Kopinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James Kopinski located?
Brian James Kopinski is based in NASHVILLE, Tennessee, working with WOODMONT INVESTMENT COUNSEL, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Brian James Kopinski charge for services?
Brian James Kopinski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODMONT INVESTMENT COUNSEL, LLC?
WOODMONT INVESTMENT COUNSEL, LLC has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WOODMONT INVESTMENT COUNSEL, LLC

James Conner
NASHVILLE, TN
David Christopher Wells
NASHVILLE, TN
Paul Hubert Kuhn
NASHVILLE, TN
Stephen Adler Frohsin
NASHVILLE, TN
Lindsay Anne Youngbauer
NASHVILLE, TN
Will E Settle
NASHVILLE, TN

More Advisors in NASHVILLE, Tennessee

Jesse Rogers Clayton
KINGSWELL CAPITAL MANAGEMENT, LLC·NASHVILLE, TN
Steve Laughlin
PINNACLE ADVISORY SERVICES INC.·NASHVILLE, TN
Mark E Carr
INTEROCEAN CAPITAL GROUP, LLC·NASHVILLE, TN
Richard Scott Nelson
&PARTNERS·NASHVILLE, TN
Iii Eldon Thoma
LOCALSHARES, INC.·NASHVILLE, TN
Nathan Shioji Kurita
PINNACLE WEALTH ADVISORS·NASHVILLE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)MURFREESBORO (6)
City Guides
MEMPHIS GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile