This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-1995
- Office Locations
- 1
Office Locations
About Moon Capital Management, LLC
Moon Capital Management is a Knoxville-based RIA with 30+ years providing investment management and comprehensive financial planning for individuals, families, and institutions, including IRAs and foundation endowments. The firm emphasizes disciplined, risk-aware research and active stock selection, with a co-investment mindset (they buy for themselves alongside clients). Client portfolios are custodied with Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and May 1, 2026, reported AUM decreased 0.9%, from $395.2M to $391.5M.
Across 5 reported observations, AUM increased 81.0% between August 6, 2021 and May 1, 2026, from $216.3M to $391.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 162 clients, or 54 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on May 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Moon Capital Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Moon Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WHEELER DAVID MOON
Analyst, Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
TRACY W. DOBBS
Senior Implementation Consultant
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $391,505,956 | $961,931 |
| Non-Discretionary | $0 | -- |
| Total | $391,505,956 | $961,931 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Moon Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Moon Capital Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing