Moffatt Financial Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 23, 2026, reports $117M in regulatory assets under management, 6 employees, and 181 accounts.
Assets Under Management
$117M
Employees
6
Offices
--
Total Clients
181
Primary office
FORT WORTH, TX
425 HOUSTON STREET, SUITE 575, FORT WORTH, TX, 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 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
140
2
HNWI
21.0%
38
3
Pension Plans
1.7%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 23, 2026
Discretionary99.3%
$116M
99% of total RAUM99.3%
Non-discretionary0.7%
$821K
1% of total RAUM0.7%
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$117M
Total Accounts181
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change—
* 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.