THE BLACKMONT GROUP

Overview

The Blackmont Group is an independent, owner-operated Registered Investment Advisor organized as an LLC. The firm offers financial planning and discretionary portfolio management, with clients drawn from individuals, families and select institutional relationships. Its client-facing services are oriented toward personalized planning and managing portfolios for individuals and small businesses rather than operating as a multi-manager capital allocator. Fee arrangements are flexible and include asset-based charges alongside hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and project-based planning work. The firm does not characterize itself as an active ESG investor and does not report being a multistate adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives