Ann Taylor H. Knotts

WOODMONT INVESTMENT COUNSEL

Nashville, TN 37215

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CRD#: 7447680

Professional summary

Ann Taylor Holley Knotts, CFP®, who also goes by Ann Taylor Holley, is a registered financial advisor currently at WOODMONT INVESTMENT COUNSEL, LLC located in Nashville, Tennessee.

Ann Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ann Taylor has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ann Taylor Holley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Taylor Holley Knotts's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 14, 2022 - Present

WOODMONT INVESTMENT COUNSEL, LLC

Office #1: 3825 Bedford Ave Suite 202, Nashville, TN 37215

RIA

CRD#: 109779

Nashville, TN

Past

December 10, 2021 - May 31, 2022

231 ADVISORS

RIA

CRD#: 316491

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WOODMONT INVESTMENT COUNSEL, LLC

CRD#: 109779 / SEC#: 801-57961

RIA

Registered Investment Advisory firm - (9/11/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WOODMONT INVESTMENT COUNSEL, LLC

CRD#: 109779 / SEC#: 801-57961

RIA

Registered Investment Advisory firm - (9/11/2000 Approved)

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Contact information

Main Address

3825 Bedford Ave Suite 202, Nashville, TN 37215

Mailing Address

Phone number

(615) 297-6144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WIC 2A AA 3.20.2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,569
AUM (Assets Under Management)	$ 1,742,857,741

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ann Taylor H. Knotts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Taylor Holley Knotts's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODMONT INVESTMENT COUNSEL, LLC

231 ADVISORS

Primary Firm SEC Registration

WOODMONT INVESTMENT COUNSEL, LLC

State Registrations and Notice Filings

Exams

Current Firm

WOODMONT INVESTMENT COUNSEL, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WOODMONT INVESTMENT COUNSEL, LLC

TRUST BUT VERIFY

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