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ABLES, IANNONE, MOORE & ASSOCIATES, INC.
CRD 126942File 801-108916
APPROVED
Retail clients
Filing as of Jan 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$258.7M
Below cohort median (national)
Discretionary AUM
$247.6M
Non-discretionary $11.1M
Clients
409
992 accounts
Employees
5
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 11, 2017
- Principal office
- 419 MONTGOMERY STREET, SAVANNAH, GA, 31401
- Phone
- 912-777-4128
- Website
- HTTP://WWW.AIMAINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $258.7M
- Discretionary AUM
- $247.6M
- Non-discretionary AUM
- $11.1M
- Discretionary accounts
- 987
- Non-discretionary accounts
- 5
- Total accounts
- 992
- AUM per client
- $633K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $4.0M |
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 83 | $188.1M |
| Pension and profit sharing plans | Fewer than 5 | $897K |
| Individuals (other than high net worth individuals) | 312 | $62.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 390 | 409 | increased by19 |
| Feb 1, 2026 | AUM | $239,158,943 | $258,717,545 | increased by$19,558,602 |
| Feb 1, 2026 | Accounts | 900 | 992 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 324 | 390 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $214,293,306 | $239,158,943 | increased by$24,865,637 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 712 | 900 | increased by188 |
| Feb 1, 2022 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2022 | Clients | 294 | 324 | increased by30 |
| Feb 1, 2022 | AUM | $183,218,372 | $214,293,306 | increased by$31,074,934 |
| Feb 1, 2022 | Accounts | 640 | 712 | increased by72 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ABLES IANNONE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABLES IANNONE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.