RIA Intel›Advisers›Alabama›LAMONT TRADING ADVISORS, INC.

LAMONT TRADING ADVISORS, INC.

Advisory

HUNTSVILLE, AL

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account

$296K

across 8 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

STILL WATERS INVESTMENT STRATEGIES LLC

$2M

RICHARD K. E. AKINYEMI

MONTGOMERY, AL

$3M

364 INVESTING, LLC

$2M

SOUTHERN WEALTH BUILDERS LLC

$3M

LEGACY CAPITAL PARTNERS LLC

BIRMINGHAM, AL

$2M

1ST & 3RD INVESTMENTS LLC

$2M

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