The Moorings Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 2, 2026, reports $440M in regulatory assets under management, 2 employees, 2 offices, and 165 accounts.
Assets Under Management
$440M
Employees
2
Offices
2 offices
Total Clients
124
Primary office
ATLANTA, GA
ONE PREMIER PLAZA, 5605 GLENRIDGE DRIVE, SUITE 1080, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.6% of total clients.
Top client categories% of clientsClients
1
HNWI
72.6%
90
2
Individuals
21.0%
26
3
Corporations
6.5%
8
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$440Mas of March 2, 2026
Discretionary100.0%
$440M
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$440M
Total Accounts165
10Y AUM Change+$27M (+6.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* 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.