# The Blackmont Group

> The Blackmont Group is a state-registered investment advisory firm in Fullerton, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 332776
- Filed as: THE BLACKMONT GROUP
- Legal name: The Blackmont Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fullerton, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332776
- AdvisorCensus page: https://advisorcensus.com/firm/the-blackmont-group-fullerton-ca-332776

## Quick answers

**How is The Blackmont Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Blackmont Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Blackmont Group located?**
The Blackmont Group's principal office is in Fullerton, CA, according to its Form ADV.

**Is The Blackmont Group registered with the SEC or a state?**
The Blackmont Group is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332776.

**How much does The Blackmont Group manage?**
The Blackmont Group reports $8,921,114 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does The Blackmont Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does The Blackmont Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332776

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,921,114
- Discretionary: $8,921,114
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $5,894,411 |
| High net worth individuals | 2 | $3,014,569 |
| Corporations or other businesses not listed above | 1 | $12,134 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [theblackmont.org](https://theblackmont.org)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Blackmont Group (CRD 332776): Form ADV filing data as of October 2026.