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MOODY, LYNN, LIEBERSON & WALKER, LLC
CRD 283549File 801-107685
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.41B
Top 25% of cohort (national)
Discretionary AUM
$2.41B
Clients
550
1,056 accounts
Employees
14
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 21, 2016
- Principal office
- ONE BEACON STREET, BOSTON, MA, 02108
- Phone
- 617-973-0590
- Website
- HTTPS://WWW.MOODYLYNN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.41B
- Discretionary AUM
- $2.41B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,056
- Non-discretionary accounts
- 0
- Total accounts
- 1,056
- AUM per client
- $4.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 33 | $126.9M |
| High net worth individuals | 503 | $2.15B |
| Pooled investment vehicles | 1 | $13.3M |
| Pension and profit sharing plans | 13 | $124.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.