MARBLEHEAD, MACRD 106920Latest ADV February 6, 2026
Moody Aldrich Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marblehead, MA. Its latest Form ADV filing, dated February 6, 2026, reports $864M in regulatory assets under management, 14 employees, 3 offices, and 376 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentWRAP CLIENT ENTITIES represent 66.5% of total clients.
Top client categories% of clientsClients
1
WRAP CLIENT ENTITIES
66.5%
250
2
HNWI
25.0%
94
3
Individuals
5.1%
19
4
Pooled Investment Vehicles
1.1%
4
5
Charitable
1.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$864Mas of February 6, 2026
Discretionary100.0%
$864M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$864M
Total Accounts376
10Y AUM Change+$621M (+254.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee27:1
10Y Employee Change+6 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.