Baumont Capital Management is a registered investment advisor based in Wichita, Kansas, founded and operated by Rayan C. Hajj Ali. The firm offers discretionary portfolio management services, tailoring investment strategies to each client's specific financial situation, risk tolerance, and goals. Baumont Capital Management employs fundamental, technical, quantitative, and macroeconomic analysis to manage portfolios containing U.S. and international equities, exchange-traded funds, fixed-income instruments, cash equivalents, and a small allocation to liquid digital assets like Bitcoin and Ethereum. The firm works with individuals, high-net-worth clients, retirement accounts, and trusts. Clients must meet a minimum account size of $5,000, and portfolios are custodied through Interactive Brokers. The firm does not maintain custody of client assets and bills clients directly via quarterly invoices rather than debiting accounts automatically.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | Included |
| $15K - $25K | 1.75% |
| $25K - $50K | 1.60% |
| $50K - $100K | 1.45% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Accounts between $5,000 and $14,999 pay a flat fee of $299.88 per year ($24.99/mo). Fees for accounts of $1,000,000 or more are negotiable.