A complete list of active advisors currently associated with Westmont Capital Advisors, LLC

Warmer can help you find a great advisor at Westmont Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Westmont Capital Advisors, 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.