Credentials.
Baumont Capital Management operates as a distinct division of Baumont Capital LLC,
Baumont Capital LLC is founded and led by its principal in Wichita KS, United States.
Baumont Capital LLC is a registered Kansas Investment Adviser (IA).
Principal has successfully completed the Series 65 law exam.
Principal is registered as an Investment Adviser Representative (IAR) with the state of Kansas.
Disclaimer: Registration as an investment adviser does not imply a certain level of skill or training.
Account Transparency.
Our objective is to outperform major benchmark indices over time such as the S&P500® or the Nasdaq®. As illustrated below, performance shown reflects trading results achieved by the founder using personal funds prior to managing external client assets with Baumont Capital LLC.
Performance results are net of transaction costs and may not reflect advisory fees that would be charged to client accounts. Future performance may vary depending on each client’s investment objectives, risk tolerance, and portfolio parameters.
Disclaimer: This track record is updated periodically as the company reports performance results from client accounts.
2021 - Strategy Return: +43%*
2022 - Strategy Return: -14%
2023 - Strategy Return: +54%*
2024 - Strategy Return: +92%*
*Performance for 2021 reflects trading results achieved at a risk level that may differ from that of prospective client accounts which included a majority of U.S tech equity. Past performance does not guarantee future results.
*Performance for 2023 reflects trading results achieved at a risk level that may differ from that of prospective client accounts which moslty included U.S tech equities and Bitcoin. Past performance is not indicative of future results.
*Performance for 2024 reflects trading results achieved at a risk level that may differ from that of prospective client portfolios. The strategy maintained a substantial allocation to Bitcoin, influenced by market dynamics related to the April 2024 halving event. Past performance is not indicative of future results.
*The 2022 strategy performed slightly better than the S&P500®, supported by defensive positioning with a larger cash allocation, U.S Treasury Bonds and other short-term cash equivalents. Past performance is not indicative of future results.
2025 - Strategy Return: +18%*
*Performance for 2025 reflects trading results achieved under a more conservative approach. The strategy maintained meaningful exposure to U.S. equities while managing risk more cautiously. The primary objective was to preserve the great returns generated over the previous four years while continuing to compound alongside broader market performance. Past performance is not indicative of future results.
Annual Performance.
Contact
info@baumontcapital.com
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Securities offered through Securities America, Inc. Member FINRA/SIPC www.finra.org and www.sipc.org. Advisory Services offered through Securities America Advisors, Inc.
About
Baumont Capital LLC
2021 North Ridgewood Drive
Wichita, KS 67208-
© 2026 Baumont Capital LLC. All rights reserved.
United States