Overview
Assets Under Management: $470 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 131
Average Client Assets: $3 million
Frequently Asked Questions
THE MOORINGS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129403), THE MOORINGS GROUP, LLC is subject to fiduciary duty under federal law.
THE MOORINGS GROUP, LLC is headquartered in ATLANTA, GA.
THE MOORINGS GROUP, LLC serves 131 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, THE MOORINGS GROUP, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
THE MOORINGS GROUP, LLC manages $470 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, THE MOORINGS GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 223
Discretionary Accounts: 223
Regulatory Filings
CRD Number: 129403
Filing ID: 2025604
Last Filing Date: 2025-11-04 14:37:27
Website: 0