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| Keyboard |
| Moler Capital Management LLC
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|---|---|
| CRD # | 106969 |
| SEC # | 801-50628 |
| CIK # | |
| AUM | 203.8 M (2026-02-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-748-3993 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 19.2 |
| (b) Individuals (high net worth individuals) | 44 | 161.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.8 |
| (h) Charitable organizations | 0 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 203.8 |
| By Discretionary | ||
| Discretionary | 386 | 203.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 386 | 203.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.8 | |
| Total | 386 | 203.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
VA | 204.9 M |
|
Mittelman Wealth Management LLC
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204.6 M | |
|
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204.2 M | |
|
Gehrig Capital Management Inc
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|
IN | 203.9 M |
|
Up North Financial LLC
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|
MI | 203.8 M |
|
Element Squared LLC
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|
MN | 203.5 M |
|
Kahala Financial Advisors LLC
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|
HI | 203.4 M |
|
NHWM LLC
✚
|
NJ | 203.3 M |
|
Forness Financial LLC
✚
|
MA | 202.8 M |
|
Campbell Financial Partners LLC
✚
|
FL | 202.7 M |