The Blackmont Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,908,980
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
7% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$307,206
About
The firm provides investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, and charitable organizations. It operates as a fee‑only registered adviser with a small client base and approximately $8.9 million in assets under management.
Advisory services include ongoing, project‑based, and hourly financial planning alongside discretionary portfolio management that emphasizes asset allocation and Modern Portfolio Theory while using fundamental, technical, and cyclical analysis. Portfolios may combine passive and active funds, concentrated sector or single‑stock positions, and options strategies (including covered calls and short positions), and the firm monitors and advises on held‑away employer and brokerage accounts as part of its service.
Noteworthy features include the firm’s recent founding and registration in 2024, a practice requirement that clients establish accounts at a recommended institutional custodian, and the explicit inclusion of held‑away account values in its ongoing oversight. The firm’s principal has training in behavioral economics and maintains a modest real estate investing activity, and the adviser provides business‑planning support and coordination with clients’ attorneys and tax professionals.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Tax strategies for small businesses
Options & derivatives strategies
Concentrated stock management
Fee options
Project-based financial planning fixed fees range between $7,500 to $15,000
$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.40% $1,000,001 - $1,250,000: 1.35% $1,250,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.15% $10,000,001+: Negotiable
$300/hour for project-based financial planning
Ongoing financial planning fees paid quarterly in advance, ranging from $1,875 to $3,750
Fee-only: Fixed fees for ongoing financial planning: $1,875 to $3,750 quarterly; Initial fee up to $3,750; Project-based fixed fees: $7,500 to $15,000; Hourly rate: $300/hour
Main office location
The Blackmont Group
1440 N. Harbor Blvd, Suite 900
Fullerton CA 92835, United States
Number of offices
1
Most active in
The Blackmont Group has reported serving >5 clients in these states in the last 12 months.
California
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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