Moisand Fitzgerald Tamayo, LLC
● SEC registered since 1998CRD 109419SEC# 801-55992Orlando, FL
Reg. AUM
$1.35B
Employees
30
Accounts
3,662
Location
Orlando, FL
Moisand Fitzgerald Tamayo, LLC assets under management
Moisand Fitzgerald Tamayo, LLC is a registered investment adviser overseen by the SEC based in Orlando, FL. The firm has been registered since 1998. It reports $1.4 billion in regulatory assets under management and employs 30 people.
Moisand Fitzgerald Tamayo, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Edmund Fitzgerald Control | Member | 10-25% | 1998 |
| Daniel Brian Moisand Control | Member, Llc | 10-25% | 2008 |
| Dennis John Hunt Control | Chief Compliance Officer | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Moisand Fitzgerald Tamayo, LLC manage?
Moisand Fitzgerald Tamayo, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Moisand Fitzgerald Tamayo, LLC have?
Moisand Fitzgerald Tamayo, LLC reports 30 employees.
Where is Moisand Fitzgerald Tamayo, LLC located?
Moisand Fitzgerald Tamayo, LLC is based in Orlando, FL and has been SEC-registered since 1998.
Does Moisand Fitzgerald Tamayo, LLC disclose fund performance?
Moisand Fitzgerald Tamayo, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 South Orange Avenue, Suite 1170, Orlando, FL 32801 |
| Phone | 407-869-6228 |
| Fax | 407-869-6558 |
| Office hours | 9:00 a.m. -4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1649107 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $1.35B