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| Keyboard |
| The Moorings Group LLC
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|
|---|---|
| CRD # | 129403 |
| SEC # | 801-63917 |
| CIK # | |
| AUM | 439.6 M (2026-05-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-395-3366 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 8.9 |
| (b) Individuals (high net worth individuals) | 90 | 414.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 439.6 |
| By Discretionary | ||
| Discretionary | 165 | 439.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 165 | 439.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.6 | |
| Total | 165 | 439.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| LEI | 254900I6LCJ0QYRUCZ70 |
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|---|---|---|
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Tower Wealth Partners Inc
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Burford Brothers Inc
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Vantus Wealth LLC
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Biltmore Wealth Management LLC
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|
Branson Fowlkes & Co Inc
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TX | 439.4 M |
|
Osterweis Capital Management Inc
✚
|
CA | 439.4 M |
|
FWG Holdings LLC
✚
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FL | 439.1 M |