RIA Intel›Advisers›Texas›WESTMONT CAPITAL ADVISORS, LLC

WESTMONT CAPITAL ADVISORS, LLC

Advisory

TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in TX

#1,790

of 2,813 advisers by AUM

Average account

$890K

across 52 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$16M

Non-Discretionary AUM$31M

Discretionary %33.9%

Total Clients25

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

25 clients

11 high-net-worth

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

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