The Blackmont Group

Overview

The Blackmont Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses, and also serves some institutional clients. Its billing arrangements are flexible: advisers charge a percentage of assets under management and may also use hourly or fixed fees for certain engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives