Belmont Capital
Belmont Capital Advisors is a privately held North Carolina financial advisory firm providing integrated retirement, investment, tax, Social Security, estate, and Medicare planning to pre-retiree and retiree households across four Carolinas offices.
- Company typePrivate
- Founded-
- HeadquartersBelmont, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Belmont Capital does
Belmont Capital Advisors, Inc., operating under the DBA "Belmont Capital," is a privately held financial advisory firm headquartered in Belmont, North Carolina, that provides retirement, investment, tax, estate, Social Security, and Medicare/long-term care planning services to individuals and families in the Carolinas region. The firm positions itself as a fiduciary advisor using an education-focused process, with free "5 Steps to Retirement" and "One Page Retirement Plan" guides serving as top-of-funnel lead magnets delivered via email after form capture. Its integrated service suite covers Income Planning, Tax Planning, Social Security Optimization, Investment Planning, Estate Planning, and Medicare and Long-Term Care Planning, targeted at pre-retirees and retirees seeking comprehensive, personalized financial guidance.
The firm delivers services across four North Carolina office locations (Belmont, Cornelius, Ballantyne/Charlotte, and Kings Mountain) via in-person appointments, and states it has assisted over 2,000 families. Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor, while insurance and annuity products are distributed through Belmont Capital Advisors, Inc. under North Carolina Insurance License #1000047399. The firm holds BBB accreditation and has earned media placements in regional outlets (WBTV, WBT) and national outlets (Newsweek, USA Today), and maintains social presence on LinkedIn, Facebook, Instagram, and YouTube alongside radio, TV, direct mail, and Google Search marketing channels.
The business model is built on recurring advisory fees on investment assets under management supplemented by insurance and annuity commissions. Go-to-market is sales-led and education-driven, relying on content marketing to convert prospects into booked consultations. No proprietary technology platform, app, API, or AI/ML capability is disclosed; the firm's differentiation rests on its fiduciary positioning, multi-office regional presence, integrated service modules, and accumulated brand recognition rather than on a differentiated technical stack. Ownership structure, founding date, management team composition, headcount, and financial performance are not disclosed in the available source material.
Belmont Capital firmographics
Firmographics- Name
- Belmont Capital
- Legal name
- Belmont Capital Advisors, Inc
- Website
- https://belmontusa.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Belmont Capital Advisors is a privately held North Carolina financial advisory firm providing integrated retirement, investment, tax, Social Security, estate, and Medicare planning to pre-retiree and retiree households across four Carolinas offices.
- Ownership category
- akta.pro rank
Belmont Capital industry classification
Industry- Product category
- Retirement Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where Belmont Capital is headquartered
LocationHeadquarters
- HQ city
- Belmont
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Belmont Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor, generating revenue through advisory fees.
- Insurance and Annuities: Insurance and annuities products offered through Belmont Capital Advisors, Inc (NC License #1000047399), generating revenue through insurance product sales and commissions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels10 records
Belmont Capital product offering
Product offeringCore offering
Belmont Capital Advisors, Inc. is a North Carolina-based financial advisory firm that delivers custom retirement planning to individuals and families across the Carolinas. Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor, and insurance and annuity products are offered through Belmont Capital Advisors, Inc. (NC License #1000047399). The firm bundles six service modules — income, tax, Social Security, investment, estate, and Medicare/long-term care planning — into a personalized, fiduciary engagement delivered via in-person consultations at four NC offices.
Product overview
Belmont Capital is a financial advisory firm offering a unified retirement planning service centered on a custom, education-focused process. The core offering includes a One Page Retirement Plan and a 5 Steps to Retirement Guide as free educational entry points. These lead to a suite of integrated service modules covering Income Planning, Tax Planning, Social Security Optimization, Investment Planning, Estate Planning, and Medicare and Long-Term Care Planning. The services are offered across multiple North Carolina locations (Belmont, Cornelius, Ballantyne, and Kings Mountain) through investment advisory services from Fusion Capital Management (SEC-registered) and insurance/annuities through Belmont Capital Advisors, Inc.
Differentiator
Problem solved
Functional benefit
Products and services
- Income Planning
- Tax Planning
- Social Security Optimization
- Investment Planning
- Estate Planning
- Medicare and Long-Term Care Planning
- Insurance and Annuities
Companies that use Belmont Capital
Customer profileSegments1 record
Ideal customer profiles1 record
Belmont Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Belmont Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Fusion Capital ManagementcoreInvestment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor. This is a regulatory relationship where Fusion Capital serves as the registered investment advisor under which Belmont Capital advisors operate.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Belmont Capital competitors and assessment
Company assessmentDirect peers
- Edward Jones: Branch-based financial advisory firm serving individual investors and families with retirement, investment, and estate planning — a very comparable regional-office, fiduciary-leaning model to Belmont Capital.
- Ameriprise Financial: Operates a large network of independent financial advisors offering retirement, investment, tax, and estate planning to individuals — closely matching Belmont's comprehensive planning service mix.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors who offer retirement and wealth planning to individuals — directly comparable independent-advisor model.
- Raymond James: Diversified financial services firm with a large financial advisor network delivering investment, retirement, and tax planning to individuals and families — strong direct peer for advisory practices serving retirees.
- Northwestern Mutual: Insurance and financial advisory hybrid with a strong retirement planning, annuities, and wealth management practice — directly comparable dual-credential model to Belmont's RIA + insurance structure.
- Cetera Financial Group: Independent advisor-supporting broker-dealer offering retirement, investment, and insurance solutions to individuals through a network of local offices — comparable independent-advisor RIA model.
- Fisher Investments: Investment adviser focused on serving high-net-worth and mass-affluent retirees with portfolio management and retirement planning — comparable retiree-focused advisory model.
- Edelman Financial Engines: Large independent RIA providing retirement planning, investment advice, and financial planning to individuals and plan participants — directly comparable individual-focused advisory model.
Broad incumbents
- Charles Schwab (Schwab Wealth Advisory / Personal Advisor Services): Major brokerage and wealth manager offering both self-directed and advisor-led retirement planning at scale — a broader incumbent competing for the same pre-retiree segment via a more digital model.
- Fidelity Wealth Management: Large national wealth manager offering advisor-led financial planning, retirement income strategies, and investment management — broad incumbent with overlapping individual retirement planning capabilities.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Belmont Capital social profiles
Digital presenceBelmont Capital compliance and trust
Trust signalCompliance2 records
Belmont Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Belmont Capital leadership team
Management profileNumber of profiles
Belmont Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Belmont Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Belmont Capital
What does Belmont Capital do?
Belmont Capital Advisors, Inc. is a North Carolina-based financial advisory firm that delivers custom retirement planning to individuals and families across the Carolinas. Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor, and insurance and annuity products are offered through Belmont Capital Advisors, Inc. (NC License #1000047399). The firm bundles six service modules — income, tax, Social Security, investment, estate, and Medicare/long-term care planning — into a personalized, fiduciary engagement delivered via in-person consultations at four NC offices.
Is Belmont Capital a public or private company?
Belmont Capital is a private company. It is classified as unknown and is currently operating.
When was Belmont Capital founded?
Belmont Capital was founded in -1.
Where is Belmont Capital based?
Belmont Capital is headquartered in Belmont, United States, in the North America region.
How does Belmont Capital make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance and Annuities.
Who are Belmont Capital's main competitors?
Direct peers on record are Edward Jones, Ameriprise Financial, LPL Financial, Raymond James, Northwestern Mutual, Cetera Financial Group, Fisher Investments and Edelman Financial Engines. Broad incumbents are Charles Schwab (Schwab Wealth Advisory / Personal Advisor Services) and Fidelity Wealth Management.
Does Belmont Capital have an API?
No public API is recorded for Belmont Capital.
What industry is Belmont Capital in?
Belmont Capital's product category is Retirement Planning Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.