Kevin Mont is a registered investment advisor at Prime Capital Financial, based in Houston, TX, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
7676 Hillmont St. Suite 240-14, Houston, TX, 77040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a trustee for a family trust, a partner in two real estate investment companies (Lamont Brothers, LLC and Lamont Brothers "S" Corp), and an insurance agent since 2019. He also sells fixed-insurance products through PCRM, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
20/20 Capital Management, INC
Rb Capital Management, LLC
Csenge Advisory Group, LLC
Fsc Securities Corporation
Rb Capital Management, LLC
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.
Rb Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.