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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-28-1995
- Office Locations
- 2
Office Locations
About Moler Capital Management
Moler Capital Management is an RIA serving retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides wealth management and portfolio management with an emphasis on asset allocation and tax-efficient strategies, and supports planning needs like estate planning, charitable giving, business succession, and insurance. Investment exposure commonly includes index/mutual funds (including Dimensional) and fixed income. Custody includes Charles Schwab; offices span Nevada and California.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NANCY LYNN MOLER
--
- CRD
- --
- Ownership
- 75% or more
RANDALL G. MOLER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1513745
- Ownership
- 75% or more
Showing 2 of 2 owners & executives
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Matthew Ryan McKinney
Financial Advisor
- CRD
- #6628851
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,797,507 | $527,973 |
| Non-Discretionary | $0 | -- |
| Total | $203,797,507 | $527,973 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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