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John Moore & Associates INC

John Moore & Associates INC. CRD 109791

John Moore & Associates INC logo

CRD: 109791

John Moore & Associates INC

Albuquerque, NM, 87113
5058815100
www.johnmoore.com
$1.0B Total AUM
$828.8M Disc. AUM
12.5% 3Y CAGR
14 Employees
729 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Raymond James
Clients
Retail and Institutional
Platforms
Ember capitalLegacy horizon +more
Established Date
01-09-1998
Office Locations
2

Office Locations

14500 N Northsight Blvd Scottsdale AZ
8220 SAN Pedro DR NE Suite 310 Albuquerque NM

About John Moore & Associates INC

John Moore Associates is a New Mexico-based financial planning and investment management firm (also in Scottsdale) providing stewardship-oriented advice informed by a biblical perspective. Services include financial planning, portfolio design and ongoing investment management, and wealth transfer and estate planning. Portfolios commonly use ETFs and public funds. Since 2012, clients have directed over $50M from JMA-managed accounts to charities.

Team overview

40 AVG AGE
$114.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.9 yrs AVG TENURE
14 Employees
9 Advisory Reps
5 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Vector fusion Pioneer vector Fusion Vector insight Vertex Summit ridge

Client Personas

Zenith Summit legacy

CRM

Pioneer

Custodian

Prime Wave ember Meridian Pathway Fusion radial Fusion Fusion

Investment Themes

Beacon wave Glacier

Investment Vehicles

Harbor vital

Platform

Pathway crest

Services

Zenith Harbor Alpha Zenith pioneer Insight value Glacier vital Summit vertex Signal

Technology

Pathway glacier Optima vital Ridge

Owner & Executives

B

BRIAN JAMES COCHRAN

Advisor

CRD
#5152084
Ownership
50% but less than 75%
(367) 432-7546
capital.zenith@zenithcapital.com
in linkedin.com/in/peak-glacier
E

EMILY FAYE WILDER

--

CRD
--
Ownership
50% but less than 75%
(545) 658-7661
value.glacier@foundationcapital.com
in linkedin.com/in/north-prime
L

Legacy zenith

Ember beacon harbor

CRD
#51753
Ownership
19.8%
(931) 728-2787
delta.crest@focuscapital.com
in linkedin.com/in/catalyst-beacon

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Contacts

G

GARY ANDREW FERGUSON

Financial Planner

CRD
#6214796
(958) 771-6205
north.meridian@vitalcapital.com
in linkedin.com/in/fusion-focus
G

GREG ALAN HARTENBOWER

--

CRD
#2017584
(483) 861-6510
meridian.eagle@radialcapital.com
in linkedin.com/in/eagle-radial
M

Matrix glacier

Bridge unison

CRD
#42064
(752) 803-8522
value.oak@fusioncapital.com
in linkedin.com/in/momentum-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-31-2023
03-28-2024
12-16-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $828,828,354 $356,792
Non-Discretionary $199,940,737 $555,391
Total $1,028,769,091 $383,440

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Separately Managed Accounts

Total SMA Asset: $1,028,769,091

$1.0B Total SMA
Equity - Exchange:
24.8%
Equity - OTC:
16.4%
Cash:
27.1%
Municipal Bonds:
16.3%
Corporate - Investment Grade:
8.0%
U.S. Government/Agency:
7.4%
Asset class Assets Assets %
Equity - Exchange $1,623,655,568 24.8%
Equity - OTC $1,073,707,714 16.4%
Cash $1,774,236,528 27.1%
Municipal Bonds $1,067,160,716 16.3%
Corporate - Investment Grade $523,759,861 8.0%
U.S. Government/Agency $484,477,871 7.4%
Total $6,546,998,258 100.0%

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