Moisand Fitzgerald Tamayo, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 30 employees, 11 offices, and 3,662 accounts.
Assets Under Management
$1.4B
Employees
30
Offices
11 offices
Total Clients
912
Primary office
ORLANDO, FL
300 SOUTH ORANGE AVENUE, SUITE 1170, ORLANDO, FL, United States
Top client segmentIndividuals represent 56.7% of total clients.
Top client categories% of clientsClients
1
Individuals
56.7%
517
2
HNWI
42.7%
389
3
Pension Plans
0.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
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$1.4B
Total Accounts3,662
10Y AUM Change+$884M (+189.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee30:1
10Y Employee Change+18 (+150.0%)
* 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.