Lamont Schumpert
Schumpert Investments · Kennesaw, Georgia
Lamont Schumpert is a fee-only financial advisor at Schumpert Investments in Kennesaw, Georgia. Schumpert Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Schumpert Investments |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.3M across 170 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6785711 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.schumpertinvestments.com |
| Profile |
How Lamont's firm compares
- Schumpert Investments's average account is about $49,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Lamont
Is Lamont Schumpert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lamont holds no broker registration, and Schumpert Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lamont charge for financial advice?
Lamont's firm, Schumpert Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Lamont Schumpert based?
Lamont Schumpert is based in Kennesaw, Georgia.
Is Lamont Schumpert registered with the SEC?
Yes. Lamont Schumpert is registered as an investment adviser representative in GA (CRD 6785711), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schumpert Investments manage?
Schumpert Investments reports $8.3M across 170 accounts in assets under management.
How do I contact Lamont Schumpert?
Through Lamont's website, www.schumpertinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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