Lamont Trading Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,203,022
Total clients
8
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$275,378
About
Lamont Trading Advisors provides investment advice, discretionary account management, and private financial consultation to individuals, corporations, trusts and pension plans. The firm manages a small number of client accounts and offers two distinct managed-account options: a short-term U.S. Treasury bill strategy and an actively managed Bear Market Strategies account.
The firm applies charting, cyclical, fundamental and technical analysis to guide investment decisions and accepts limited discretionary authority to implement trades, monitoring client accounts on a daily basis with a single reviewer. For clients who prefer advice outside ongoing management, Lamont Trading Advisors also offers private consultation services on a fixed-fee or hourly basis and produces regular market commentary.
Noteworthy for a solo independent adviser, the firm publishes a subscription newsletter covering general market trends and charges for that periodical, and it offers fee-based consultations beyond standard AUM billing — features that are uncommon among peers. Its Bear Market Strategies account explicitly uses complex instruments and tactics (including short-selling, leveraged and inverse funds) and discloses the elevated risks of those approaches, distinguishing its active strategy from more conventional portfolio-management offerings.
Client services
Portfolio management
Newsletters or periodicals
Financial consulting
Expertise
Active portfolio management
Fee options
Fixed retainer of $2,500 per quarter for private financial consultation
$0+: 1% per year (annualized, assessed quarterly) as a flat management fee for advisory accounts $0+: 0.25% quarterly (equivalent to 1% annually) for U.S. Treasury Bill Account $0+: 0.25% quarterly (1% annually) for Bear Market Strategies Account (quarterly fee is 1/4%)
$150.00 per hour for private financial consultation
Newsletter subscription fee of $40 per month
Fee-only: Fixed retainer of $2,500 per quarter or $150 per hour for private financial consultation; $40 per month for newsletter subscription
Main office location
Lamont Trading Advisors, Inc.
470 Providence Main St, Suite 302 B
Huntsville AL 35806, United States
Number of offices
1
Most active in
Lamont Trading Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Alabama · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")