Moment Advisors, LLC

RIASEC RegisteredEst. 2026

Total AUM

$56.3M

Discretionary

$56.3M

100% of AUM

Avg account

$2.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 325262
Registered since: May 7, 2026
Website: www.withmoment.com
Custodians: APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Other
Client types: Corporations / Businesses100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSecurity Ratings / Pricing Services

Firm profile

FINTRX

Overview

Moment Advisors, LLC is an institutional registered investment adviser organized as an LLC that provides portfolio management to both individuals/small businesses and business or institutional clients. The firm also offers security ratings or pricing services and charges fees based on a percentage of assets under management plus other fee arrangements. According to its snapshot, Moment Advisors is not an active ESG investor, does not serve as a capital allocator, and is not positioned as a pension consultant or related-adviser vehicle. The firm is listed as SEC-registered (registration year recorded as 2026) and reports a client base focused on institutional relationships.