Westmont Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,100,000
Clients
22
Advisors
1
of 2 employees
About
Westmont Capital Advisors works with individuals, high‑net‑worth clients, retirement plans, trusts, estates, and other fiduciary entities. The firm provides asset management on both discretionary and non‑discretionary bases, financial planning, third‑party manager selection, 401(k) consulting, and a bespoke “home office” service for family wealth oversight.
Investment programs are customized around client objectives, risk tolerance, tax considerations, and time horizons, with ongoing monitoring and periodic reviews. The brochure describes both discretionary rebalancing and non‑discretionary recommendations that require client approval, and notes the use of a broad toolkit — including derivatives, margin, short strategies, and outside managers where appropriate.
Notable differences from many peers include the explicit offering of holistic home‑office services for high‑net‑worth families and disclosure that the firm’s principal performs outside work as an expert witness and FINRA arbitrator, a relationship the firm identifies as a potential conflict to manage. The firm also emphasizes flexible, negotiated arrangements across client relationships and manages roughly $46 million in client assets across its account base under a single‑advisor structure.
Client services
Expertise
Occupation focus
Fee options
Flat fees for Financial Planning services ranging from $500 to $15,000; flat fees also negotiated for Home Office services and 401(k) consulting
$0 - $5,000,000: Equity: 0.75% – 2.10% $0 - $5,000,000: Fixed Income: 0.35% – 0.50% $0 - $5,000,000: Mutual Funds: 0.30% – 0.95% $0 - $5,000,000: Cash/Equiv.: 0.08% – 0.12%
Hourly rate for Financial Planning services up to $150/hour
Account minimum: $1,000,000 Fee-only: Flat fee or hourly rate for Financial Planning; flat fees $500 to $15,000; hourly rates not to exceed $150/hour
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
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.
Forms ADV
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