NEW YORK, NYCRD 325262Registration Status: ApprovedEffective since May 7, 2026Latest ADV July 14, 2026
Moment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated July 14, 2026, reports $56M in regulatory assets under management, 6 employees, and 25 accounts.
Assets Under Management
$56M
Employees
6
Offices
--
Total Clients
25
Primary office
NEW YORK, NY
395 HUDSON STREET, FLOOR 10, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Security ratings or pricing services
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentCorporations represent 100.0% of total clients.
Top client categories% of clientsClients
1
Corporations
100.0%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$56Mas of July 14, 2026
Discretionary100.0%
$56M
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$56M
Total Accounts25
10Y AUM Change+$56M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change+3 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.