Moore Financial Advisors, Ltd.
● SEC registered since 2025CRD 130421SEC# 801-131897Belmont, MA
Reg. AUM
$127.2M
Employees
4
Accounts
350
Location
Belmont, MA
Moore Financial Advisors, Ltd. assets under management
Moore Financial Advisors, Ltd. is an investment advisory firm registered with the SEC based in Belmont, MA. The firm has been registered since 2025. It reports $127.2 million in regulatory assets under management and employs 4 people.
Moore Financial Advisors, Ltd. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Frederick Kania Control | Owner, President, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Moore Financial Advisors, Ltd. manage?
Moore Financial Advisors, Ltd. reports $127.2 million in regulatory assets under management on its Form ADV.
How many employees does Moore Financial Advisors, Ltd. have?
Moore Financial Advisors, Ltd. reports 4 employees.
Where is Moore Financial Advisors, Ltd. located?
Moore Financial Advisors, Ltd. is based in Belmont, MA and has been SEC-registered since 2025.
Does Moore Financial Advisors, Ltd. disclose fund performance?
Moore Financial Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 83 Leonard Street, Office #9, Belmont, MA 02478-2505 |
| Phone | 617-393-9999 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.2M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$127.2Mregulatory AUM
Discretionary $97.2MNon-discretionary $30M