Redmount Capital Partners LLC

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Client assets under management

$18,740,680

Clients

44% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$749,627

About

Redmount Capital Partners is a small advisory firm managing roughly $39 million for about 25 clients, primarily serving individual and high‑net‑worth investors as well as pension and profit‑sharing plans. The firm provides asset management (both discretionary and non‑discretionary), ERISA 3(21)/3(38) retirement plan services, financial planning, financial consulting, and access to privately issued securities for accredited investors.

Investment approach is grounded in fundamental analysis and Modern Portfolio Theory, with clients placed into cash‑management or broader investment portfolios based on documented objectives and risk tolerance. Portfolios may include active strategies such as option writing (including covered and uncovered strategies) and the firm conducts ongoing due diligence and annual reviews for private investments.

Redmount is distinctive among peers in that it offers performance‑based fees on certain private equity investments (collected only when capital is returned) and currently manages a majority of assets on a non‑discretionary basis. The firm’s principals also operate a separate business providing business analytics and act as licensed insurance agents—sources of outside compensation the firm discloses and addresses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Minimum fee of $1,500 paid upfront for Financial Planning and Financial Consulting

Percentage

$0 - $5,000,000: 0.50% annually (Cash Management Account) Above $5,000,000+: 0.25% annually (Cash Management Account) $0 - $3,000,000: 1.25% annually (Investment Portfolios) $3,000,001 - $5,000,000: 1.00% annually (Investment Portfolios) Above $5,000,000+: 0.75% annually (Investment Portfolios)

Project-based

$300 to $500 per hour for Financial Planning and Financial Consulting

Performance-based

25% of profits on private equity investments when capital is returned; performance-based fees also offered for certain clients with at least $1,000,000 under management and net worth over $2,100,000, charged on performance above benchmark

Other

Fee-only: Hourly fees between $300 and $500 with a $1,500 minimum for Financial Planning and Financial Consulting

Main office location

Redmount Capital Partners LLC

23 Corporate Plaza Dr., Suite 150

Newport Beach CA 92660, United States

Number of offices

Most active in

California · New Jersey · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 949-478-3512

Advisors at this firm

Armen G

Series 66

Newport Beach, CA

Redmount Capital Partners LLC

Armen Grigorian is a financial advisor at Redmount Capital Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked in various roles including at SellWise Inc. and Redmount Mergers and Acquisitions, LLC. He is also involved as treasurer and secretary at SellWise Inc., a business data and analytics company. Redmount Capital Partners serves individuals, retirement plans, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm employs a combination of fundamental analysis and Modern Portfolio Theory across diverse strategies, including option writing and private equity, and offers both discretionary and non-discretionary portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Founder/Business Owner

Curtis H

Series 63, Series 65

Newport Beach, CA

Redmount Capital Partners LLC

Curtis Hollowell is a financial advisor with Redmount Capital Partners LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has held roles at SellWise Inc., where he serves as president, Redmount Mergers and Acquisitions, LLC, and Defoe Redmount. He is also an insurance agent and operates as a sole proprietor. Redmount Capital Partners serves individuals, retirement plans, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm employs a combination of fundamental analysis and Modern Portfolio Theory across a range of portfolio strategies and offers both discretionary and non-discretionary management, including ERISA plan services and advice on privately issued securities.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Founder/Business Owner

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