Kevin La Mont has been an investment adviser representative at San Blas Advisory since July 2026, and is not listed among the firm’s executive officers or direct owners.
San Blas Advisory, Inc. is an Atlanta, GA firm with $219M under management, 665 clients and 9 advisers across 5 offices, as of its August 2026 filing.
Kevin La Mont’s longest registration was 7 years at RB Capital Management, LLC (2011–2018). Before joining San Blas Advisory in 2026, Kevin La Mont was registered through Prime Capital Financial and 20/20 Capital Management, Inc.
- San Blas Advisory, Inc.Current– present · under a yearHouston, TX · Adviser representative · Firm CRD 296929
- SB Advisory, LLCAlso current– present · under a yearHouston, TX · Adviser representative · Firm CRD 154680
- Prime Capital Financial– · 4 yearsHouston, TX · Adviser representative · Firm CRD 288712
- 20/20 Capital Management, Inc– · 4 yearsHouston, TX · Adviser representative · Firm CRD 281692
- Csenge Advisory Group, LLC– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 131167
- FSC Securities Corporation– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 7461
- RB Capital Management, LLC– · 7 yearsHouston, TX · Adviser representative · Firm CRD 125678
- Quest Capital Strategies, Inc.– · under a yearIrvine, CA · Adviser representative · Firm CRD 16783
- Quest Capital Strategies, Inc.– · under a yearIrvine, CA · Adviser representative · Firm CRD 16783
- RB Capital Management, LLC– · 4 yearsFresno, CA · Adviser representative · Firm CRD 125678
Investment adviser representative registrations
Kevin La Mont is registered as an investment adviser representative in 3 states. Each was approved in July 2026.
- CaliforniaSince 1 July 2026
- IdahoSince 1 July 2026
- TexasSince 1 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 1998 |
| Series 7 | General Securities Representative Examination | 23 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 June 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin William La Mont
- CRD
- 2320875
- Firm
- San Blas Advisory · CRD 296929
- Office
- 7676 Hillmont Street, Suite 240-H, Houston, TX 77040
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin La Mont work?
Kevin La Mont is an investment adviser representative registered through San Blas Advisory, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kevin La Mont a financial advisor?
Yes. Kevin La Mont has a current investment-adviser registration in California, Idaho and Texas, through San Blas Advisory since July 2026.
How many years of experience does Kevin La Mont have?
Kevin La Mont has 21 years in the financial industry, since July 2005, across 8 adviser firms.
What exams has Kevin La Mont passed?
Kevin La Mont has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 1993.
Where did Kevin La Mont work before San Blas Advisory?
Before San Blas Advisory, Kevin La Mont was registered through 20/20 Capital Management, Inc, July 2018 to December 2022; Csenge Advisory Group, LLC, October 2011 to February 2012; FSC Securities Corporation, August 2011 to February 2012; RB Capital Management, LLC, April 2011 to July 2018; Quest Capital Strategies, Inc., January 2011 to March 2011; Quest Capital Strategies, Inc., June 2010 to November 2010; RB Capital Management, LLC, June 2005 to June 2010.
Where is Kevin La Mont based?
Kevin La Mont’s registered office is in Houston, TX.
Is Kevin La Mont registered with FINRA?
No. Kevin La Mont has no current broker registration.
How can I verify Kevin La Mont’s record?
Search CRD 2320875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin La Mont’s full registration record.