Overview
- Total Firm Assets
- $204 million
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
Fee Disclosure
Source: MOLER CAPITAL MANAGEMENT FORM ADV PART 2A & 2B (2025-10-02)
· View brochure text
Latest filing: MOLER CAPITAL MANAGEMENT FORM ADV PART 2A & 2B (2026-02-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,500,000 | 1.00% |
| $3,500,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $47,000 | 0.94% |
| $10 million | $82,000 | 0.82% |
| $50 million | $282,000 | 0.56% |
| $100 million | $532,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 79.37%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 386
- Discretionary Accounts
- 386
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 106969
- MOLER CAPITAL MANAGEMENT FORM ADV PART 2A & 2B (2026-02-23) · View brochure text
- MOLER CAPITAL MANAGEMENT FORM ADV PART 2A & 2B (2025-10-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗