Moon Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 31, 2025, reports $395M in regulatory assets under management, 6 employees, and 423 accounts.
Assets Under Management
$392M
Employees
6
Offices
--
Total Clients
162
Primary office
KNOXVILLE, TN
900 SOUTH GAY STREET, SUITE 2103, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.1% of total clients.
Top client categories% of clientsClients
1
HNWI
98.1%
159
2
Pooled Investment Vehicles
0.6%
1
3
Pension Plans
0.6%
1
4
Charitable
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of May 1, 2026
Discretionary100.0%
$392M
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.
Total AUM$392M
Total Accounts407
10Y AUM Change+$219M (+126.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change-1 (-14.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.