KL
Kevin W. La Mont
SB ADVISORY
Houston, TX 77040
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CRD#: 2320875
KL
Kevin William La MontSB ADVISORY
Professional summary
Kevin William La Mont, who also goes by Kevin William Lamont, is a registered financial advisor currently at SB ADVISORY, LLC located in Houston, Texas and SAN BLAS ADVISORY, INC. located in Houston, Texas.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kevin has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Kevin William Lamont
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin William La Mont's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 1, 2026 - Present
SB ADVISORY, LLC
Office #1: 7676 Hillmont Street, Suite 240-h, Houston, TX 77040RIA
CRD#: 154680
Houston, TX
Current
July 8, 2026 - Present
SAN BLAS ADVISORY, INC.
Office #1: 7676 Hillmont Street, Suite 240-h, Houston, TX 77040RIA
CRD#: 296929
Houston, TX
Past
July 8, 2026 - June 26, 2026
SAN BLAS ADVISORY, INC.
RIA
CRD#: 296929
ATLANTA, GA
Past
May 6, 2022 - July 16, 2026
PRIME CAPITAL FINANCIAL
RIA
CRD#: 288712
Houston, TX
Past
July 12, 2018 - December 31, 2022
20/20 CAPITAL MANAGEMENT, INC
RIA
CRD#: 281692
HOUSTON, TX
Past
January 19, 2016 - July 11, 2018
RB CAPITAL MANAGEMENT, LLC
RIA
CRD#: 125678
Houston, TX
Past
October 18, 2011 - February 3, 2012
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
NEWPORT BEACH, CA
Past
August 12, 2011 - February 7, 2012
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
NEWPORT BEACH, CA
Past
July 25, 2011 - February 7, 2012
FSC SECURITIES CORPORATION
BD
CRD#: 7461
NEWPORT BEACH, CA
Past
April 14, 2011 - December 31, 2015
RB CAPITAL MANAGEMENT, LLC
RIA
CRD#: 125678
HOUSTON, TX
Past
January 12, 2011 - March 17, 2011
QUEST CAPITAL STRATEGIES, INC.
RIA
CRD#: 16783
IRVINE, CA
Past
June 8, 2010 - November 10, 2010
QUEST CAPITAL STRATEGIES, INC.
RIA
CRD#: 16783
IRVINE, CA
Past
June 7, 2010 - March 17, 2011
QUEST CAPITAL STRATEGIES, INC.
BD
CRD#: 16783
LAGUNA HILLS, CA
Past
December 3, 2007 - March 17, 2010
SLOAN SECURITIES CORP.
BD
CRD#: 17930
ENGLEWOOD CLIFFS, NJ
Past
June 13, 2005 - June 7, 2010
RB CAPITAL MANAGEMENT, LLC
RIA
CRD#: 125678
FRESNO, CA
Past
March 24, 2005 - July 16, 2007
WHARTON EQUITY CORPORATION
BD
CRD#: 10170
WAYNE, PA
Past
October 5, 2004 - March 23, 2005
SLOAN SECURITIES CORP.
BD
CRD#: 17930
ENGLEWOOD CLIFFS, NJ
Past
April 26, 2004 - October 6, 2004
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
TAMPA, FL
Past
April 5, 2001 - January 22, 2004
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
May 31, 2000 - December 31, 2000
SLD AMERICA EQUITIES, INC.
BD
CRD#: 36259
WEST CHESTER, PA
Past
May 17, 2000 - May 30, 2000
SLD AMERICA EQUITIES, INC.
BD
CRD#: 36259
WEST CHESTER, PA
Past
April 3, 2000 - December 31, 2000
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
March 7, 1996 - February 11, 2000
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Past
June 7, 1993 - February 13, 1996
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SB ADVISORY, LLC
ADVANCED ASSET SOLUTIONS, LLC | TREESE INVESTMENTS LLC | THE HENDERSON FINANCIAL GROUP & (HYACINTHHENDERSON.COM) | THE FINANCIAL ARCHITECTS (FINANCIALARCHITECTS-USA.COM) | SUMMIT ROCKWALL WEALTH MANAGERS | SMITH BERNSTEIN | SHEBAR FINANCIAL, LLC | SB ADVISORY, LLC | SANTA FE WEALTH ADVISORS | ROBERT BULLOCH WEALTH MANAGEMENT LLC (ROBERTBULLOCH.COM) | RNL FINANCIAL, LLC | RCA ADVISORY SERVICES, LLC | PRO FINANCIAL GROUP, LLC | PNW ADVISORY | NERGARD WEALTH MANAGEMENT LLC | MOHLMAN WEALTH MANAGEMENT | IFS ADVISORY, LLC | GREEN STREET WEALTH ADVISORY | GRABE FINANCIAL SERVICES INC | FERIS FINANCIAL, LLC | EM FINANCIAL SERVICES | DEEMER WEALTH MANAGEMENT, LLC | CORTO FINANCIAL GROUP, LLC | CLARITY CAPITAL MANAGEMENT CORP | BRYAN EDWARDS WEALTH MANAGEMENT | BRENNAN FRANCIS | BOWMAN WEALTH MANAGEMENT LLC | ARNETT FINANCIAL SERVICES GROUP, LLC | ARBOR WEALTH MANAGEMENT | ADVANCED FINANCIAL CONCEPTS, INC.
CRD#: 154680 / SEC#: 801-77380
RIA
Registered Investment Advisory firm - (12/4/2012 Approved)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)California
Registered Investment Advisory firm - (12/31/2012 Terminated)Colorado
Registered Investment Advisory firm - (1/3/2013 Terminated)Florida
Registered Investment Advisory firm - (12/31/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/31/2012 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2012 Terminated)Missouri
Registered Investment Advisory firm - (8/19/2014 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2012 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2013 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2012 Terminated)Puerto Rico
Registered Investment Advisory firm - (12/31/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2012 Terminated)Texas
Registered Investment Advisory firm - (12/3/2013 Terminated)Utah
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/1/2026)
IAR
Idaho(7/1/2026)
IAR
Texas(7/1/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SB ADVISORY, LLC
ADVANCED ASSET SOLUTIONS, LLC | TREESE INVESTMENTS LLC | THE HENDERSON FINANCIAL GROUP & (HYACINTHHENDERSON.COM) | THE FINANCIAL ARCHITECTS (FINANCIALARCHITECTS-USA.COM) | SUMMIT ROCKWALL WEALTH MANAGERS | SMITH BERNSTEIN | SHEBAR FINANCIAL, LLC | SB ADVISORY, LLC | SANTA FE WEALTH ADVISORS | ROBERT BULLOCH WEALTH MANAGEMENT LLC (ROBERTBULLOCH.COM) | RNL FINANCIAL, LLC | RCA ADVISORY SERVICES, LLC | PRO FINANCIAL GROUP, LLC | PNW ADVISORY | NERGARD WEALTH MANAGEMENT LLC | MOHLMAN WEALTH MANAGEMENT | IFS ADVISORY, LLC | GREEN STREET WEALTH ADVISORY | GRABE FINANCIAL SERVICES INC | FERIS FINANCIAL, LLC | EM FINANCIAL SERVICES | DEEMER WEALTH MANAGEMENT, LLC | CORTO FINANCIAL GROUP, LLC | CLARITY CAPITAL MANAGEMENT CORP | BRYAN EDWARDS WEALTH MANAGEMENT | BRENNAN FRANCIS | BOWMAN WEALTH MANAGEMENT LLC | ARNETT FINANCIAL SERVICES GROUP, LLC | ARBOR WEALTH MANAGEMENT | ADVANCED FINANCIAL CONCEPTS, INC.
CRD#: 154680 / SEC#: 801-77380
RIA
Registered Investment Advisory firm - (12/4/2012 Approved)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)California
Registered Investment Advisory firm - (12/31/2012 Terminated)Colorado
Registered Investment Advisory firm - (1/3/2013 Terminated)Florida
Registered Investment Advisory firm - (12/31/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/31/2012 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2012 Terminated)Missouri
Registered Investment Advisory firm - (8/19/2014 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2012 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2013 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2012 Terminated)Puerto Rico
Registered Investment Advisory firm - (12/31/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2012 Terminated)Texas
Registered Investment Advisory firm - (12/3/2013 Terminated)Utah
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (12/31/2012 Terminated)Loading...
Contact information
Main Address
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184
Mailing Address
Phone number
(404) 704-0406
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,540 |
| AUM (Assets Under Management) | $ 404,771,341 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
