The Blackmont Group

The Blackmont Group is a fee-only advisory firm that provides investment management and financial planning to individuals, high-net-worth clients, and charitable organizations; it was formed and registered in 2024 and manages roughly $8.9 million across a small number of client relationships. The firm offers both ongoing and project-based financial planning engagements and also provides advice and monitoring for held-away employer and education accounts such as 401(k)s and 529 plans, which it may include when assessing a client’s overall relationship.

The firm’s investment approach combines modern portfolio theory with a mix of fundamental, technical, cyclical, and charting analysis, and it implements both passive and active strategies to build diversified portfolios. Portfolio management is typically discretionary and can include tactical tools such as long and short option strategies and covered calls to manage concentrated positions, alongside a generally long-term orientation.

Notable operational features include a firm requirement that clients custody assets at its recommended institutional custodian and an explicit policy that the firm does not vote client proxies, leaving voting responsibility to clients or their custodians. The combination of mandatory custodian use, the formal treatment of held-away accounts in advisory relationships, and the availability of one-time project planning engagements distinguishes the firm from many peers of similar size.