Moler Capital Management, LLC
● SEC registered since 1995CRD 106969SEC# 801-50628
Reg. AUM
$203.8M
Employees
3
Accounts
386
Location
—
Moler Capital Management, LLC assets under management
Moler Capital Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 1995. It reports $203.8 million in regulatory assets under management and employs 3 people.
Moler Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Moler Living Trust-1992 Dated July 21, 1992 Control | Member | Over 75% | 2016 |
| Nancy Lynn Moler Control | Manager, Trustee Of The Moler Living Trust-1992 Dated July 21, 1992 | Over 75% | 2016 |
| Randall G. Moler Control | Chief Compliance Officer | Over 75% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Moler Capital Management, LLC manage?
Moler Capital Management, LLC reports $203.8 million in regulatory assets under management on its Form ADV.
How many employees does Moler Capital Management, LLC have?
Moler Capital Management, LLC reports 3 employees.
Does Moler Capital Management, LLC disclose fund performance?
Moler Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 949-748-3993 |
| Fax | 949-748-3995 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$203.8M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$203.8Mregulatory AUM
Discretionary $203.8M