A complete list of active advisors currently associated with Baumont Capital LLC
Warmer can help you find a great advisor at Baumont Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Baumont Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wichita, KS
| 0
|
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