Belmont Capital Group
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Overview
Belmont Capital Group is a financial advisor firm headquartered in Los Angeles, California. The company controls $478.3 million in assets over 183 customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). Belmont Capital Group has a small group, including 4 financial advisors. Belmont Capital Group is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as equities, bonds and options.
Belmont Capital Group manages 180 of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without requiring the customer's consent. The company also has three non-discretionary accounts totaling $1.8 million in assets. The company's typical account size is $2.6 million. The average financial advisor at Belmont Capital Group manages around 46 client accounts, making it about average in terms of personalization.
The firm's central office is at 1875 Century Park East, Los Angeles, California 90067. The company is legally allowed to provide services to investors across 3 states, including California, Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Belmont Capital Group by the Numbers
$478.3 million
4
183
$2.6 million
Fee Structure
Financial management fees largely are based on the financial services offered. However, fees charged by the company typically consist of the following fee structure: asset-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a number of different investors. Belmont Capital Group caters to retail investors, high net worth investors, investment companies, charitable organizations and corporations. Out of its 183 accounts, Belmont Capital Group's largest client group by number of accounts is high net worth investors, although it also manages money for 88 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 86.27%
- Other Individuals - 3.92%
- Corporations - 8.82%
- Charitable Organizations - 0.98%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Belmont Capital Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Belmont Capital Group
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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