This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ZenithMatrix zenith
- Established Date
- 10-27-1998
- Office Locations
- 3
Office Locations
About Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo, LLC is an independent, 100% employee-owned, fee-only fiduciary firm providing ongoing comprehensive financial planning and investment management. It serves mid-career families through retirees, integrating tax advice, estate and cash-flow planning, retirement and education planning. The investment approach emphasizes disciplined, long-term portfolio construction over speculation, with Schwab custody and a Tamarac platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DERRICK BANKS CHANDLER
Certified Financial Planner
- CRD
- #5623642
- Ownership
- 10% but less than 25%
CHARLES EDMUND FITZGERALD III
Certified Financial Planner
- CRD
- #2731110
- Ownership
- 10% but less than 25%
Optima matrix
Momentum ridge
- CRD
- #55971
- Ownership
- 39.6%
Showing 2 of 6 owners & executives
Unlock allContacts
BRADLEY WILLIAM BRESCIA
Financial Advisor
- CRD
- #5723687
JAMES EDWARD CRANDALL
Advisor
- CRD
- #6937796
Insight peak
Alpha foundation
- CRD
- #18231
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,350,217,545 | $368,710 |
| Non-Discretionary | $0 | -- |
| Total | $1,350,217,545 | $368,710 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,350,217,545
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,904,523,597 | 23.2% |
| Cash | $911,216,032 | 11.1% |
| Private Funds | $574,640,741 | 7.0% |
| Municipal Bonds | $2,372,445,343 | 28.9% |
| U.S. Government/Agency | $2,446,327,724 | 29.8% |
| Total | $8,209,153,437 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FOCUS GLACIER | GLACIER BEACON | 4Q0FXIDU7 | ECZ | 0.61% | $24,151,559 |
| EAGLE BRIDGE MATRIX | SUMMIT ZENITH | PJDN6W80H | LUKMZ | 7.21% | $74,383,338 |
| QUANTUM HARBOR CREST | RIDGE MOMENTUM | 0BGD95OD2 | TNUJ | 6.63% | $117,260,611 |
| SIGNAL EAGLE | PRIME BEACON | DNW6A4SST | YVQLZ | 11.96% | $60,090,979 |
| EMBER PIONEER | NORTH CREST | 7101MMVDA | XUZ | 11.02% | $54,513,009 |
| FOUNDATION QUANTUM | TIMBER HORIZON | 873LJ5W7R | OLE | 9.82% | $117,585,965 |
| ELEMENT OAK SIGNAL | SUMMIT PIONEER | 7GHPH2HS5 | OWWLB | 12.60% | $88,596,277 |
| EMBER MOMENTUM MERIDIAN | ELEMENT VITAL | B8V3HCZHO | NECSY | 8.76% | $111,257,898 |