Moment Advisors, LLC

RIASEC & State Registered

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 and headquartered in New York. The firm is SEC-registered as of 2026 and positions itself to manage portfolios for institutional clients while also listing advisory activities that cover individuals/small businesses and businesses or institutions. Its stated business services include portfolio management and security ratings/pricing work. Moment Advisors bills on a percentage-of-AUM basis and may assess other fees as well. The firm’s registration and classification as an institutional RIA suggest a focus on professionally managed, fee-based relationships rather than transactional brokerage.