Belmont Capital Group

Belmont Capital Group (CRD# 154078) is a financial advisory firm headquartered in Los Angeles, CA. They manage $522,107,769 in 371 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    522
    MILLION
  • Total Number of Accounts
    371
    ACCOUNTS
  • Average Account Value
    $1,407,299
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, NH, NY, TX

Financial Advisors at Belmont Capital Group
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Beckwith
CRD#: 4926372
1875 Century Park East, Suite 1780, Los Angeles, CA 90067
96
Wealthminder
score

Daniel Beckwith (CRD# 4926372) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 11 years of experience in the finance industry. Daniel Beckwith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen J. Solaka
CRD#: 2645865
1875 Century Park East, Suite 1780, Los Angeles, CA 90067
93
Wealthminder
score

Stephen Solaka (CRD# 2645865) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.