Ables, Iannone, Moore & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Savannah, GA. Its latest Form ADV filing, dated January 15, 2026, reports $259M in regulatory assets under management, 5 employees, and 992 accounts.
Assets Under Management
$259M
Employees
5
Offices
--
Total Clients
409
Primary office
SAVANNAH, GA
419 MONTGOMERY STREET, SAVANNAH, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
312
2
HNWI
20.3%
83
3
Corporations
2.0%
8
4
Pension Plans
1.0%
4
5
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of January 15, 2026
Discretionary95.7%
$248M
96% of total RAUM95.7%
Non-discretionary4.3%
$11M
4% of total RAUM4.3%
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$259M
Total Accounts992
10Y AUM Change+$149M (+136.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee82:1
10Y Employee Change+1 (+25.0%)
* 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.