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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

WOODMONT ADVISORY GROUP, INC.

CRD 112276

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:511b8fc0-48b2-1df0-68b5-3d1162b80577

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2012 to Mar 30, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $91.9MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $91.9M
Private client RAUM: $91.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $45.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 298
Individual clients: 290
High net worth clients: 8
SEC number: 801-113349
CRD: 112276
Filings on the tape: 26
First filed: Mar 28, 2012
Latest filed: Mar 30, 2026
Organised: Corporation, MS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HENRY WILLINGHAM STEPHENSON	n/a	BRANDON, MS	23	51	n/a	no
THOMAS CARLETON BILLUPS	n/a	BRANDON, MS	22	40	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STEPHENSON, HENRY, WILLINGHAM	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	03/1991	Mar 28, 2012	Apr 29, 2024
RYKER, BRANDI, MICHELLE	VICE PRESIDENT,SECRETARY, TREASURER	Na	no	03/2003	Mar 28, 2012	Apr 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$91.9M	$91.9M	2	2	0	n/a	n/a
2024	Mar 27, 2025	$125M	$125M	2	2	0	n/a	n/a
2023	Mar 29, 2024	$161M	$161M	2	2	0	n/a	n/a
2022	Mar 29, 2023	$173M	$173M	2	2	0	n/a	n/a
2021	Mar 30, 2022	$181M	$181M	4	4	0	n/a	n/a
2020	Mar 30, 2021	$175M	$175M	4	4	0	n/a	n/a
2019	Mar 26, 2020	$180M	$180M	4	4	0	n/a	n/a
2018	Mar 27, 2019	$179M	$179M	4	4	0	n/a	n/a
2016	Mar 31, 2017	$70.7M	$70.7M	4	1	n/a	n/a	n/a
2015	Mar 30, 2016	$83.1M	$83.1M	1	1	n/a	n/a	n/a
2014	Mar 31, 2015	$88.2M	$88.2M	1	1	n/a	n/a	n/a
2013	Mar 27, 2014	$92.0M	$92.0M	1	1	n/a	n/a	n/a
2012	Mar 28, 2013	$89.7M	$89.7M	1	1	n/a	n/a	n/a
2011	Mar 28, 2012	$93.0M	$93.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$91.9M	$125M	-26.8%	$173M	-19.0%	2	2	0	0

Relationships

Registered with (2)

← THOMAS CARLETON BILLUPSAdvisorregistration: current employment
Sep 25, 2003 to presentfactForm ADV
← HENRY WILLINGHAM STEPHENSONAdvisorregistration: current employment
Jan 15, 2003 to presentfactForm ADV

Controls (1)

← STEPHENSON, HENRY, WILLINGHAMOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 28, 2012 to Apr 29, 2024factForm ADV

Owns (1)

← RYKER, BRANDI, MICHELLEOwnerVICE PRESIDENT,SECRETARY, TREASURER, ownership code NA, individual
Mar 28, 2012 to Apr 29, 2024factForm ADV

Dated events

Occurred
May 1, 2018
Regulatory AUM changed
Woodmont Advisory Group, Inc. reported RAUM $174.1M, up 146% from $70.7M (2017-03-31 to 2018-05-01)
Form ADVobserved 4 days ago
$103M
Occurred
May 1, 2018
First Form ADV filing
Woodmont Advisory Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:511b8fc0-48b2-1df0-68b5-3d1162b80577
First observed: Mar 28, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WOODMONT ADVISORY GROUP, INC.

CRD 112276

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:511b8fc0-48b2-1df0-68b5-3d1162b80577

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HENRY WILLINGHAM STEPHENSON

n/a

BRANDON, MS

n/a

THOMAS CARLETON BILLUPS

n/a

BRANDON, MS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STEPHENSON, HENRY, WILLINGHAM

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

03/1991

Mar 28, 2012

Apr 29, 2024

RYKER, BRANDI, MICHELLE

VICE PRESIDENT,SECRETARY, TREASURER

03/2003

Mar 28, 2012

Apr 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$91.9M

n/a

2024

Mar 27, 2025

$125M

n/a

2023

Mar 29, 2024

$161M

n/a

2022

Mar 29, 2023

$173M

n/a

2021

Mar 30, 2022

$181M

n/a

2020

Mar 30, 2021

$175M

n/a

2019

Mar 26, 2020

$180M

n/a

2018

Mar 27, 2019

$179M

n/a

2016

Mar 31, 2017

$70.7M

n/a

2015

Mar 30, 2016

$83.1M

n/a

2014

Mar 31, 2015

$88.2M

n/a

2013

Mar 27, 2014

$92.0M

n/a

2012

Mar 28, 2013

$89.7M

n/a

2011

Mar 28, 2012

$93.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$91.9M

$125M

-26.8%

$173M

-19.0%