Belmont Capital Advisors

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website belmont-capital.com
Client types

Overview

Since its founding in 2009 by JoePat Roop, Belmont Capital Advisors has grown as a boutique independent firm with solutions ranging from wealth management to retirement planning, built on close, long-term relationships cemented over generations by a spirit of trust, integrity, and transparency. The firm has helped over 2,000 families and offers personalized financial guidance throughout the Carolinas, with a focus on eliminating financial uncertainty in retirement through prosperity, protection, and preservation. Much of its clientele come from major corporations throughout North Carolina, including Duke Energy, Bank of America, Wells Fargo, and Time Warner, due to its extensive knowledge of their plans and buyout packages. The firm operates four offices across North Carolina — Belmont, Cornelius, Ballantyne (Charlotte), and Kings Mountain — and its investment advisory services are offered through Fusion Capital Management, an SEC-registered investment adviser.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Belmont Capital Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company