Belmont Capital LLC

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Belmont Capital LLC
CRD #154078
SEC #801-79309
CIK #0001793367
AUM
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone310-203-2670
Address1875 Century Park East
Los Angeles, CA 90067
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
120096072048024002011201620212026
Fees and Compensation — Form ADV Part 2A (3/11/2025) [Brochure]
Item 5: Fees & Compensation

    How We Are Compensated for Our Investment Management Services

    Billing Process:

    Belmont Capital Group’s annualized fees are billed on a pro-rata basis quarterly in advance based on
    the value of your account on the last day of the previous quarter. Fees for the first period covered by
    the agreement are prorated to cover only the period remaining in the current quarter.

    Fees will be deducted from your managed account. As part of this process, the client is made aware
    of the following:

        a) Your independent custodian sends statements at least quarterly to you showing the market
           values for each security included in the account, and all disbursements in your account
           including the amount of the investment management fees paid to us;
        b) You provide authorization permitting us to be directly paid by these terms. We send our
           invoice directly to the custodian; and
        c) If we send a copy of our invoice to you, it will include a legend urging you to compare
           information provided in our statement with that from the qualified custodian.

    Fees for Our Strategies:

        •   Theta Overlay Program℠ clients pay an annual investment management fee of 0.65% of the
            Notional Value of their accounts.
        •   Put Write Solutions clients pay an annual investment management fee of 0.75% of the
            Notional Value of their accounts.
        •   Index Solutions clients pay an annual investment management fee of 0.75% of the Notional
            Value of their accounts.

        To derive the Notional Value, we use the following formula: (Number of Options Contracts Traded)
        x (Value of Underlying Security) x 100. One fourth of the annual fee is charged each quarter based
        on the Notional Value of the client’s portfolio as of the last day of the prior calendar quarter. The
        formula used for the calculation is as follows: (Annual Rate) x (Notional Value at Quarter-End)/4.

        •   Global Low Volatility℠ and U.S. Low Volatility℠ clients pay an annual investment
            management fee of 1.00% of their asset value.
        •   Single Stock/Portfolio Risk Management, Defined Outcome and Advisory clients pay an
            annual investment management fee of 1.00% of their asset value.

        One fourth of the annual fee is charged each quarter based on the market value of the client’s
        portfolio as of the last day of the prior calendar quarter. The formula used for the calculation is
        as follows: (Annual Rate) x (Total Assets Under Management at Quarter-End)/4.

    Fees for Our Sub-Advisory Services:

    The sub-advisory fee paid to us shall be determined by our standard Fees for Our Strategies (above).

ADV Part 2 – Brochure and Brochure Supplement      Page 6                                  Belmont Capital Group™

    Belmont Theta Income Fund:

    Belmont provides investment advisory services to the Belmont Theta Income Fund, a series of the
    Valued Advisers Trust, a registered investment company. The Fund’s advisor fee and expense related
    information may be found in the Prospectus or Statement of Additional Information available online
    at www.BelmontCapFunds.com.

    Other Types of Fees & Expenses

    The investment management fees due to Belmont are separate from, and in addition to, any
    brokerage commissions, transaction fees, and other related costs and expenses which are typically
    incurred by the client. Clients may incur certain charges imposed by custodians, brokers and other
    third parties such as fees charged for wire transfer, electronic fund fees, and other fees and taxes.

    Also, we do not receive any part of charges imposed directly by any mutual fund, index fund, or
    exchange traded fund which shall be disclosed in each fund’s prospectus (i.e., fund management fees
    and other fund expenses).

    Item 12 below discussed how our clients have the discretion to select a brokerage firm for custody
    of securities, trade execution, clearance, and settlement of transactions. Clients should consider the
    reasonableness of their compensation (e.g., commissions) in making their selection.

    Termination & Refunds

    We charge our investment management fees quarterly in advance. In the event that you wish to
    terminate our services, we will refund the unearned portion of our investment management fee to
    you. You need to contact us in writing and state that you wish to terminate our services. Upon receipt
    of your letter of termination, we will proceed to close out your account and process a pro-rata refund
    of unearned investment management fees using the following formula: (Fees Paid) x (Days Remaining
    in Quarter) / (Total Number of Days in Quarter).

    Limited Prepayment of Fees

    Under no circumstances does Belmont require or solicit payment of fees in excess of $1,200 more
    than six months in advance of services rendered.

    Commissionable Securities Sales

    We do not sell securities for a commission in our investment management accounts.

    Belmont will not receive sales commissions in connection with sales of interests in Belmont Theta
    Income Fund or any other investment company advised or sub-advised by Belmont. Also, no
    employees of Belmont are registered representatives of Ultimus Fund Solutions, LLC (parent
    company of Unified Financial Securities, LLC, the distributor of the Fund). No Belmont employees
    receive sales-based compensation for marketing and promoting the Fund to financial intermediaries
    or clients.

ADV Part 2 – Brochure and Brochure Supplement     Page 7                                 Belmont Capital Group™
Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2025) [Brochure]
Item 7: Types of Clients & Account Requirements

    Belmont provides investment management services to the following types of clients:

        •   Individuals and High Net Worth Individuals
        •   Individual Retirement Accounts
        •   Estates and Trusts
        •   Institutional Clients
        •   Investment Companies

    Our minimum requirements for opening and maintaining accounts or otherwise engaging us:

        •   Theta Overlay Program℠: $1,500,000 Notional Exposure
        •   Put Write Solutions.: $1,000,000 Notional Exposure
        •   Global Low Volatility℠, U.S. Low Volatility℠, and Advisory: $250,000
        •   Single Stock/Portfolio Risk Management, Defined Outcome: $500,000
        •   Index Solutions: $250,000 Notional Exposure

        This minimum account balance requirement may be negotiable in certain instances and would
        be required throughout the course of the client’s relationship with our firm.

        •   Notional Exposure

            Theta Overlay Program, Put Write Solutions and Index Solutions have an underlying portfolio
            comprised of equities, fixed income, or cash released by the client as Collateral Backing.
            Belmont will invest in the Theta Overlay Program with notional exposure up to client
            specified collateral leverage multiple. Put Write Solutions and Index Solutions notional
            exposure will be invested up to the amount of collateral release.
Sector Form 13F Holdings Value ($M)
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Apple Inc 74.3
Microsoft Corp 52.0
Amerisourcebergen Corp 32.7
Amazon Com Inc 32.5
Apollo Global Management Inc 23.0
Palantir Technologies Inc 19.3
Home Depot Inc 14.4
Tesla Motors Inc 10.4
View All
Holdings by Sector ($M)
70056042028014002020202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 3 1.4
(b) Individuals (high net worth individuals) 181 789.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 19.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 120.9
(n) Other 0 0.0
Total 295 931.4
By Discretionary
Discretionary 293 929.8
Non-Discretionary 2 1.6
Total 295 931.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 931.4
Total 295 931.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001793367]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
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