Westmont Capital Advisors, LLC

Overview

Westmont Capital Advisors, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. It serves both high-net-worth individuals and families as well as institutional clients, and positions itself as a capital allocator that sources and places client capital across public pooled vehicles and selected third-party managers. The firm provides a range of advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. Its fee model is flexible, combining a percentage-of-AUM fee schedule with hourly and fixed-fee engagements. Investment activity is weighted toward managed, pooled public funds rather than direct single-stock positions. Westmont runs a mix of discretionary and non-discretionary strategies, and it explicitly does not present as an active ESG investor. As a compact RIA with a single office, the firm appears to emphasize personalized client relationships and third-party manager selection as part of its service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices