Baumont Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm is newly registered and, at the time of its initial filing, has not reported regulatory assets under management.
Portfolios are managed on a discretionary basis and tailored to client objectives using fundamental, technical, quantitative and macroeconomic analysis. Investment strategies include U.S. and international equities, ETFs, fixed income, cash equivalents and, in limited and suitable cases, certain liquid digital assets such as Bitcoin and Ethereum.
Noteworthy aspects include the firm’s use of a mix of billing approaches — flat fees and hourly consultation fees in addition to asset-based fees — which is uncommon for firms at this stage, and its practice of directing all accounts to a single custodian while not accepting client-directed brokerage. The brochure also discloses key-person concentration because the firm is operated by a single principal who maintains outside employment and that the firm currently does not maintain professional liability insurance; it does not act as a private fund adviser or engage in broker-dealer activities.
Client services
Expertise
Fee options
Flat fee of $299.88 per year for accounts under $15,000.
$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
Additional advisory consultation charged at $75.00 per hour beyond included hours.
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.
Main office
Wichita KS
Advisors at this office
1
Most active in
Kansas
Also doing business as
Baumont Capital LLC · Baumont Capital Management · Baumont Capital Research
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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