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MOORE FINANCIAL ADVISORS, LTD.
CRD 130421File 801-131897
APPROVED
Retail clients
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$127.2M
Bottom 25% of cohort (national)
Discretionary AUM
$97.2M
Non-discretionary $30.0M
Clients
92
350 accounts
Employees
4
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 4, 2025
- Principal office
- 83 LEONARD STREET, OFFICE #9, BELMONT, MA, 02478-2505
- Phone
- 617-393-9999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.2M
- Discretionary AUM
- $97.2M
- Non-discretionary AUM
- $30.0M
- Discretionary accounts
- 276
- Non-discretionary accounts
- 74
- Total accounts
- 350
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $102.4M |
| Individuals (other than high net worth individuals) | 44 | $24.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.