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Moore Investment Partners, LLC

Moore Investment Partners, LLC. CRD 322654

Moore Investment Partners, LLC logo

CRD: 322654

Moore Investment Partners, LLC

Charlotte, NC, 28277
7049807645
mip-llc.com
$75.6M Total AUM
$61.0M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Etrade · Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
08-01-2022
Office Locations
1

Office Locations

3540 Toringdon WAY Suite 200 Charlotte NC

About Moore Investment Partners, LLC

Moore Investment Partners LLC is a Charlotte, NC registered investment adviser led by CFP® Jason Nix Moore. The firm focuses on retirement planning for individuals, integrating investment guidance with tax-aware planning, cash-flow analysis, and Social Security claiming strategy. As a fiduciary, it emphasizes personalized plans and ongoing reviews; client accounts are custodied with firms including Charles Schwab.

Team overview

40 AVG AGE
$75.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Crest

Investment Themes

Ridge horizon Delta zenith

Investment Vehicles

Value

Services

Pioneer radial Alpha Capital vector Delta Zenith fusion Fusion value Crest fusion

Owner & Executives

Jason Nix Moore

Jason Nix Moore

Chief Compliance Officer, Financial Advisor, Founder, President

CRD
#5182920
Ownership
75% or more
(259) 231-8859
foundation.quantum@capitalcapital.com
in linkedin.com/in/beacon-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $60,999,862 --
Non-Discretionary $14,555,399 --
Total $75,555,261 --

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Separately Managed Accounts

Total SMA Asset: $75,555,261

$75.6M Total SMA
Public Funds:
32.9%
Cash:
10.3%
Equity - Exchange:
12.9%
U.S. Government/Agency:
43.9%
Asset class Assets Assets %
Public Funds $2,327,160,104 32.9%
Cash $728,563,802 10.3%
Equity - Exchange $912,473,111 12.9%
U.S. Government/Agency $3,105,237,951 43.9%
Total $7,073,434,968 100.0%

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