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
$395M
Employees
6
Offices
--
Total Clients
152
Primary office
KNOXVILLE, TN
900 SOUTH GAY STREET, SUITE 2103, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.7% of total clients.
Top client categories% of clientsClients
1
HNWI
94.7%
144
2
Pension Plans
3.9%
6
3
Pooled Investment Vehicles
0.7%
1
4
Charitable
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of March 31, 2025
Discretionary100.0%
$395M
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$395M
Total Accounts423
10Y AUM Change+$232M (+142.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+1 (+20.0%)
* 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.