Richard Corse
Westmont Capital Advisors · Dallas, Texas
Richard Corse is a fee-only financial advisor at Westmont Capital Advisors in Dallas, Texas. Westmont Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Westmont Capital Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $46.3M across 52 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1182591 |
| Exams passed | Series 63 (1983) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Richard's firm compares
- Westmont Capital Advisors's average account is about $890,000, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Richard
Is Richard Corse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Westmont Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Westmont Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Corse based?
Richard Corse is based in Dallas, Texas.
Is Richard Corse registered with the SEC?
Yes. Richard Corse is registered as an investment adviser representative in TX (CRD 1182591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westmont Capital Advisors manage?
Westmont Capital Advisors reports $46.3M across 52 accounts in assets under management.
How do I contact Richard Corse?
Contact details aren't on file yet. Search for Westmont Capital Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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