Thomas Carleton Billups
Investment adviser representative at Woodmont Advisory Group, Inc.
40 yearsExperience
1 stateRegistered in
$91.9MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
40 years in the industry.
- Woodmont Advisory Group, Inc.Mar 1991 to now
- Carleton Billups & AssociatesApr 1986 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MS).
Woodmont Advisory Group, Inc.
$91.9MAssets managed
298Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4403689
- Firm CRD
- 112276