MOORING BAY CAPITAL MANAGEMENT

Overview

Mooring Bay Capital Management is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services for both personal and small business or institutional accounts. Its stated fee options include a percentage of assets under management, hourly charges, and fixed fees, allowing it to combine ongoing investment oversight with project-based planning work. Investment activity centers on fixed-income strategies, with a pronounced tilt toward state and local (municipal) bonds. That positioning signals a priority on tax-efficient income, capital preservation and predictable cash flow rather than growth-oriented equity strategies. The firm is not an active ESG investor and is organized to serve clients within a single state market rather than a multistate footprint.

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Location & Offices