WESTMONT CAPITAL ADVISORS, LLC

WESTMONT CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 165910). Regulatory assets under management: $46.3M.

Registration

• CRD: 165910
• Type: Registered investment adviser
• Phone: 972-661-0405
• Latest filing: 2026-03-27
• Regulatory AUM: $46.3M
• Discretionary AUM: $15.7M
• Non-discretionary AUM: $30.6M
• Clients: 2
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165910 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search