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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-22-2024
- Office Locations
- 1
Office Locations
About Mooney Financial
Mooney Financial, LLC is a Florida state-registered, fee-based RIA in Jacksonville Beach, serving retail clients with investment management and financial planning. Client experience includes dedicated investment and planning portals (eMoney). Portfolios are primarily implemented with publicly offered funds and ETFs, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 60 clients, or 30 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
Benjamin D Carter
Financial Advisor, PRINCIPAL
- CRD
- #6531633
- Ownership
- 50% but less than 75%
KEVIN W SIDES
Chief Compliance Officer, Director of Investment Services, Financial Advisor, PRINCIPAL
- CRD
- #5484129
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,482,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,482,903 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mooney Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.