THE BLACKMONT GROUP

THE BLACKMONT GROUP of FULLERTON, CA is an SEC-registered investment adviser (CRD 332776). Regulatory assets under management: $8.9M.

Registration

• CRD: 332776
• Type: Registered investment adviser
• Location: 1440 N. HARBOR BLVD, FULLERTON, CA, 92835
• Phone: 714-987-2453
• Latest filing: 2026-03-23
• Regulatory AUM: $8.9M
• Discretionary AUM: $8.9M
• Clients: 2
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332776 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search