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Family officesOfficecandidate family office · candidate

Belmont Capital, LLC

Family Offices

Los Angeles, CA

Belmont Capital Advisors offers personalized financial and retirement planning services to clients in the Carolinas. Learn about their values, strategies, podcast, blog, events, and contact information.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:8e86c5d7-b232-4e44-abdb-7d7872961f29

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 19
On other graphs: 1
Observed: Sep 12, 2026 to Sep 16, 2026
36 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

BELMONT CAPITAL GROUP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $657M167 positions, 2025-06-30; never AUM
Investments: 0
Direct investments: 0
People: 17
Decision makers: 1derived
Website: belmont-capital.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Carla Helms	Operations Specialist	operations	unknown	n/a	yes	fact
Everett Franks, MBA	Financial Advisor	other	unknown	n/a	yes	fact
Lexi Jerger	Marketing Manager	leadership	senior	n/a	yes	fact
Karen Holland	Financial Advisor	other	unknown	n/a	yes	fact
Lauren Brock	Director of Operations	operations	unknown	n/a	yes	fact
Jacob Jerger	Service Associate	other	unknown	n/a	yes	fact
Beth Smith	Operations Specialist	operations	unknown	n/a	yes	fact
Sarah Nestingen	Financial Advisor	other	unknown	n/a	yes	fact
Stephen Remboski	Cco	operations	unknown	n/a	yes	fact
Brian Seidenwand	Financial Advisor	other	unknown	n/a	yes	fact
Melanie Cronin	Executive Assistant	other	unknown	n/a	yes	fact
Heather Johnson	Operations Specialist	operations	unknown	n/a	yes	fact
Greg Spryn	Financial Advisor	other	unknown	n/a	yes	fact
Taylor Lee	Financial Advisor	other	unknown	n/a	yes	fact
Shaun Moynihan	Financial Advisor	other	unknown	n/a	yes	fact
Brian Seidenward	Financial Advisor	other	unknown	n/a	yes	fact
Connor Emmert	Financial Advisor	other	unknown	n/a	yes	fact

Relationships

Employs (19)

→ Brian SeidenwardPersonFinancial Advisor
factThe subject's own site
→ Jacob JergerPersonService Associate
factThe subject's own site
→ Sarah NestingenPersonFinancial Advisor
factThe subject's own site
→ Heather JohnsonPersonOperations Specialist
factThe subject's own site
→ Beth SmithPersonOperations Specialist
factThe subject's own site
→ Melanie CroninPersonExecutive Assistant
factThe subject's own site
→ Lauren BrockPersonDirector of Operations
factThe subject's own site
→ Lexi JergerPersonMarketing Manager
factThe subject's own site
→ Carla HelmsPersonOperations Specialist
factThe subject's own site
→ Everett Franks, MBAPersonFinancial Advisor
factThe subject's own site
→ Connor EmmertPersonFinancial Advisor
factThe subject's own site
→ Greg SprynPersonFinancial Advisor
factThe subject's own site
→ Brian SeidenwandPersonFinancial Advisor
factThe subject's own site
→ Karen HollandPersonFinancial Advisor
factThe subject's own site
→ Taylor LeePersonFinancial Advisor
factThe subject's own site
→ Shaun MoynihanPersonFinancial Advisor
factThe subject's own site
→ Social Security OptimizationPersonInvestment Planning
factThe subject's own site
→ Who We ArePersonInvestment Planning
factThe subject's own site
→ Stephen RemboskiPersonCco
factForm 13F

Dated events

19 bookkeeping events (roster, classification and holdings changes) folded below

Show 19 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Belmont Capital, LLC files Form 13F (non_adviser_filer, $556,877,941 in 170 positions)
Occurred
Aug 12, 2025
Belmont Capital, LLC reported $657,473,332 across 167 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Belmont Capital, LLC reduced Coherent Corp 70,000 -> 45,300 shares ($4,545,800 -> $4,041,213)
Occurred
Jun 30, 2025
Belmont Capital, LLC opened a $4,165,186 position in Microstrategy Inc (10,304 shares)
Occurred
Jun 30, 2025
Belmont Capital, LLC reduced NOV Inc 369,591 -> 235,081 shares ($5,625,175 -> $2,922,057)
Occurred
Jun 30, 2025
Belmont Capital, LLC increased Apollo Global Mgmt Inc 92,607 -> 162,322 shares ($12,681,603 -> $23,028,622)
Occurred
Jun 30, 2025
Belmont Capital, LLC increased 3m Co 7,504 -> 16,107 shares ($1,102,037 -> $2,452,130)
Occurred
Jun 30, 2025
Belmont Capital, LLC reduced Procter and Gamble Co 41,169 -> 1,133 shares ($7,015,946 -> $180,440)
Occurred
Jun 30, 2025
Belmont Capital, LLC reduced Unitedhealth Group Inc 7,916 -> 5,728 shares ($4,146,061 -> $1,786,997)
Occurred
May 15, 2025
Belmont Capital, LLC reported $556,877,941 across 170 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Belmont Capital, LLC increased Apple Inc 309,765 -> 459,358 shares ($77,571,466 -> $102,037,126)
Occurred
Mar 31, 2025
Belmont Capital, LLC reduced Bank America Corp 96,034 -> 9,514 shares ($4,220,694 -> $397,019)
Occurred
Mar 31, 2025
Belmont Capital, LLC increased Berkshire Hathaway Inc Del 2,285 -> 4,385 shares ($1,035,745 -> $2,335,363)
Occurred
Mar 31, 2025
Belmont Capital, LLC opened a $2,021,686 position in Ishares Tr (13,205 shares)
Occurred
Mar 31, 2025
Belmont Capital, LLC increased NOV Inc 280,191 -> 369,591 shares ($4,090,789 -> $5,625,175)
Occurred
Mar 31, 2025
Belmont Capital, LLC increased Procter and Gamble Co 28,830 -> 41,169 shares ($4,833,276 -> $7,015,946)
Occurred
Mar 31, 2025
Belmont Capital, LLC reduced Nvidia Corporation 1,279,813 -> 698,016 shares ($171,866,125 -> $75,651,004)
Occurred
Mar 31, 2025
Belmont Capital, LLC reduced Sofi Technologies Inc 242,350 -> 140,000 shares ($3,732,190 -> $1,628,200)
Occurred
Feb 13, 2025
Belmont Capital, LLC reported $614,723,665 across 120 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (office website), 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Stephen Remboski
CCO · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Brian Seidenward (Financial Advisor), Jacob Jerger (Service Associate), Sarah Nestingen (Financial Advisor), Heather Johnson (Operations Specialist), Beth Smith (Operations Specialist), Melanie Cronin (Executive Assistant), Lauren Brock (Director of Operations), Lexi Jerger (Marketing Manager), Carla Helms (Operations Specialist), Everett Franks, MBA (Financial Advisor), Connor Emmert (Financial Advisor), Greg Spryn (Financial Advisor).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:8e86c5d7-b232-4e44-abdb-7d7872961f29
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Belmont Capital, LLC

Family Offices

Los Angeles, CA

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:8e86c5d7-b232-4e44-abdb-7d7872961f29

Person

Title

Role

Seniority

Family member

Current

Evidence

Carla Helms

Operations Specialist

operations

unknown

n/a

yes

fact

Everett Franks, MBA

Financial Advisor

other

unknown

n/a

yes

fact

Lexi Jerger

Marketing Manager

leadership

senior

n/a

yes

fact

Karen Holland

Financial Advisor

other

unknown

n/a

yes

fact

Lauren Brock

Director of Operations

operations

unknown

n/a

yes

fact

Jacob Jerger

Service Associate

other

unknown

n/a

yes

fact

Beth Smith

Operations Specialist

operations

unknown

n/a

yes

fact

Sarah Nestingen

Financial Advisor

other

unknown

n/a

yes

fact

Stephen Remboski

Cco

operations

unknown

n/a

yes

fact

Brian Seidenwand

Financial Advisor

other

unknown

n/a

yes

fact

Melanie Cronin

Executive Assistant

other

unknown

n/a

yes

fact

Heather Johnson

Operations Specialist

operations

unknown

n/a

yes

fact

Greg Spryn

Financial Advisor

other

unknown

n/a

yes

fact

Taylor Lee

Financial Advisor

other

unknown

n/a

yes

fact

Shaun Moynihan

Financial Advisor

other

unknown

n/a

yes

fact

Brian Seidenward

Financial Advisor

other

unknown

n/a

yes

fact

Connor Emmert

Financial Advisor

other

unknown

n/a

yes

fact