The Blackmont Group

Overview

The Blackmont Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client base spans individual and family clients as well as institutional relationships. Advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. It does not identify as an active ESG investor, is not listed as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives