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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2017
- Office Locations
- 1
Office Locations
About Moore Financial Management, Inc.
Moore Financial Management, Inc. is a Bradenton, FL RIA led by CFP®/ChFC® C. Garrett Moore providing fiduciary retirement income planning and ongoing investment management for pre-retirees and retirees (typically age 50+ with $250k+ saved). Serves Sarasota/Bradenton and clients across 14 states, with new clients accepted after an introductory interview or by referral; custody includes 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 1 advisory representatives and 97 clients, or 97 clients per representative. That equates to $304.4K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Moore Financial Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
C GARRETT MOORE
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #5348296
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,527,813 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,527,813 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Moore Financial Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.