EFS ASSET MANAGEMENT LLC
  • EFS ASSET MANAGEMENT LLC
  • BELMONT ADVISORS, INC.
  • FIVE KEYS CAPITAL ADVISORS INC.
  • BELMONT GLOBAL ADVISORS, INC.
  • BELMONT GLOBAL ADVISORS

Adviser Profile

As of Date 09/10/2026
Registration status Registration Changed to EFS ASSET MANAGEMENT LLC
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
AUM* 70,001,256 0%
of that, discretionary 70,001,256 0%
Number of Employees 1 -67%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 1,296,320 -1%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

456M 391M 326M 261M 195M 130M 65M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary