Lamont Trading Advisors, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 137087
· Huntsville, AL
· www.ltadvisors.net
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $2.4M
- Discretionary
- $2.4M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 8
- Employees
- 1
AUM over time
$2.2M
$2.4M
Feb 27, 2026
Jul 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $1.0M | 44.1% |
| High net worth individuals | Fewer than 5 clients | $1.3M | 55.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Joseph Lamont | Registered representative | May 2006 (20y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗