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BELMONT CAPITAL GROUP

LOS ANGELES, CA · CRD 154078 · IAPD ↗ · belmontcapfunds.com · 310-203-2670

$931.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — BELMONT CAPITAL GROUP (LOS ANGELES, CA) left the SEC roster (was $931.4M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
April 2025 — BELMONT CAPITAL GROUP changed its website from belmontcapitalgroup.com to belmontcapfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — BELMONT CAPITAL GROUP notice-filed in LA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2025 — BELMONT CAPITAL GROUP reported RAUM up 58% ($589.8M -> $931.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — BELMONT CAPITAL GROUP notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — BELMONT CAPITAL GROUP crossed $500M in regulatory AUM ($478.3M -> $589.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.