John Moore & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated April 1, 2026, reports $1.0B in regulatory assets under management, 14 employees, 1 office, and 2,683 accounts.
Assets Under Management
$1.0B
Employees
14
Offices
1 office
Total Clients
729
Primary office
ALBUQUERQUE, NM
8220 SAN PEDRO DR NE, SUITE 310, ALBUQUERQUE, NM, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
488
2
HNWI
31.0%
226
3
Charitable
1.1%
8
4
Corporations
0.7%
5
5
Pension Plans
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 1, 2026
Discretionary80.6%
$829M
81% of total RAUM80.6%
Non-discretionary19.4%
$200M
19% of total RAUM19.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts2,683
10Y AUM Change+$734M (+249.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee52:1
10Y Employee Change+4 (+40.0%)
* 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.