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Rayan Charles Hassan Hajj Ali

Advisor at Baumont Capital LLC — Wichita, KS

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Wichita, KS

Baumont Capital LLC logo

Baumont Capital LLC

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

HNW client ratio

About

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Client services

Based on Baumont Capital LLC

Portfolio management

Expertise

Based on Baumont Capital LLC

Active portfolio management Factor investing / smart beta

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Fee options

Fixed

Flat fee of $299.88 per year for accounts under $15,000.

Percentage

$5,000 - $14,999: Flat fee of $299.88 per year ($24.99 per month) $15,000 - $24,999: 1.75% per year $25,000 - $49,999: 1.60% per year $50,000 - $99,999: 1.45% per year $100,000 - $249,999: 1.30% per year $250,000 - $499,999: 1.15% per year $500,000 - $999,999: 1.00% per year $1,000,000+: Negotiable

Project-based

Additional advisory consultation charged at $75.00 per hour beyond included hours.

Other

Account minimum: $5,000 Minimum fee: $299.88 per year ($24.99 per month) for accounts between $5,000 and $14,999 Fee-only: Fees charged as flat fee or percentage of assets under management. No commissions.

Location

Wichita, KS

Wichita KS

Advisors at this office

1

Most active in

Kansas

Work history

< 1 year of industry experience

Mid-Continent Instruments & Avionics

2023 - Present • 3 years

Wichita, KS

Unemployed

2023 - 2023 • 1 year

Wichita, KS

Airbus

2021 - 2023 • 2 years

Blagnac

Unemployed

2021 - 2021 • 1 year

Saône

Wichita State University

2020 - 2020 • 1 year

Wichita, KS

Cranfield University

2019 - 2021 • 2 years

Cranfield

Safran

2019 - 2019 • 1 year

Besançon

Polytech Orléans

2017 - 2019 • 2 years

Orléans

Lycée Jules Haag (High School)

2015 - 2017 • 2 years

Besançon

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nathaniel O

CFP®, Series 63, Series 65, CIMA®

Wichita, KS

Primerica Advisors

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His work history includes roles at firms such as LG Advisory Group, Cetera Advisors LLC, and his own business ventures dating back to 1998. Liebau also operates as an insurance agent, engaging in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities by managing variable annuity and variable life subaccounts, along with financial planning and consulting. The firm primarily manages assets on a non-discretionary basis and provides portfolio oversight and referrals to third-party money managers.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
user avatar

Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Wichita Wealth Management, LLC since 2016, currently serving as its sole advisor. Wichita Wealth Management is an independent, fee-only fiduciary firm that provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach, primarily using no-load mutual funds and ETFs, with tailored advisory services including retirement planning, college funding, and business succession.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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James A

Series 65, Series 63

Andover, KS

Tartan Financial Group, LLC

James Allen is a financial advisor at Tartan Financial Group, LLC with 14 years of industry experience. His prior work includes roles at Morgan Stanley and Pegasus Capital Management. In addition to his advisory work, Allen acts as an independent insurance agent. Tartan Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, trading strategies, and a distinctive pension consulting practice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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