CRD: 120746
Collins/Moody Financial Services, L.l.c.
$41.8M Total AUM
$41.8M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-15-2002
- Office Locations
- 1
Office Locations
455 Newton Bridge Road Athens GA
About Collins/Moody Financial Services, L.l.c.
Collins/Moody (Athens, GA) is a boutique CPA firm serving Northeast Georgia since 1961, providing tax prep, accounting and bookkeeping alongside investment advisory and financial planning for individuals, families, and small businesses. The practice supports retirement planning and portfolio construction focused on asset allocation and risk management, with client assets custodied at Charles Schwab.
Team overview
65 AVG AGE
$41.8M AVG AUM / ADVISOR
$835.0K AVG AUM / CLIENT
21.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Client Personas
Alpha ridge Timber
Custodian
Foundation Radial
Investment Themes
Ridge Ridge
Investment Vehicles
Vertex
Services
Atlas Eagle Element ridge Horizon pioneer Oak Vector
Owner & Executives
K
K. SCOTT COLLINS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4546886
- Ownership
- 75% or more
(462) 729-3578
vital.momentum@horizoncapital.com
in linkedin.com/in/radial-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,751,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,751,933 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,751,933
Public Funds:
24.5% Cash:
40.7% Municipal Bonds:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $696,133,133 | 24.5% |
| Cash | $1,156,433,408 | 40.7% |
| Municipal Bonds | $988,793,184 | 34.8% |
| Total | $2,841,359,725 | 100.0% |