John Moore & Associates Inc logo

John Moore & Associates Inc

Updated today

Client AUM

$1,006,311,250

Clients

714

Advisors

5

across 2 offices

About

John Moore & Associates is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, foundations, and other institutions through separately managed accounts and program platforms. The firm delivers personalized asset management across equity, fixed‑income, income, alternatives, and balanced strategies tailored to client objectives and risk tolerances.

JMA combines proprietary quantitative equity models, multi‑blend asset allocation models, and a range of strategy portfolios — including concentrated dynamic equity, laddered managed bond portfolios with municipal customization, income-focused and alternatives models, and a crypto strategy allocating to ETFs, miners, and sector companies. It also offers Biblically Responsible Investing (BRI) when clients request values‑based screening, and its model-driven buy/sell disciplines can produce higher cash allocations or concentrated, uneven performance periods in certain strategies.

Distinctive features disclosed in the brochure include an outsourced Chief Investment Officer arrangement that provides research and portfolio guidance but is paid by the firm out of client advisory fees and involves a familial affiliation with an owner, a conflict the firm documents and monitors. The firm also discloses that cash and cash equivalents are generally included when calculating advisory fees, uses third‑party subadvisors for fixed‑income sourcing with embedded compensation arrangements, and previously participated in the SEC share‑class disclosure initiative to refund certain mutual fund fees to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Real estate investing

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Fee options

Percentage

$0 - $300,000: 1.25% $300,001 - $500,000: 1.13% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% Over $5,000,000+: Negotiable*

Other

Account minimum: $500,000

Main office

See office

8220 San Pedro Dr NE, Suite 310

Albuquerque NM 87113

Advisors at this office

2

Most active in

Arizona · California · Colorado · Georgia · Louisiana · New Mexico · North Carolina · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cole L

Series 63, Series 66

Scottsdale, AZ

John Moore & Associates Inc

Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. Outside of his advisory role, he owns and operates a personal brand website and social media platform. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs quantitative equity models and diversified strategies, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

Greg H

Series 63, Series 65, Series 66

Scottsdale, AZ

John Moore & Associates Inc

Greg Hartenbower is a financial advisor with John Moore & Associates Inc in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Raymond James Financial Services Advisors Inc. and USAA Financial Planning Services. Outside of his advisory work, he directs men's religious retreats for churches throughout Arizona. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs proprietary quantitative equity models, multi-blend asset allocation, and specialized strategy portfolios, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

Gary F

CFP®, Series 63

Scottsdale, AZ

John Moore & Associates Inc

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

John O

CFP®, Series 63, Series 66

Albuquerque, NM

John Moore & Associates Inc

John Onesti is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has worked since 2021. His prior experience includes roles at GWFS Equities, Fidelity Investments, The Mutual Fund Store, One STI Investment Advisors, and TD Ameritrade. John Moore & Associates Inc is a registered investment adviser that offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and other institutions. The firm employs proprietary quantitative equity models and a diverse range of strategy portfolios, including equity, fixed income, income, alternatives, and Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

Brian C

Series 66

Albuquerque, NM

John Moore & Associates Inc

Brian Cochran is a financial advisor with John Moore & Associates Inc in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has worked at John Moore & Associates and Raymond James Financial Services since 2013 and was previously with Thrivent Investment Management from 2006 to 2013. Outside of advising, he is a co-author with partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with personalized financial planning and discretionary portfolio management. The firm utilizes quantitative equity models, multi-blend asset allocations, and strategy portfolios across various asset classes, including equity, fixed income, alternatives, and offers values-based screening options such as Biblically Responsible Investing.

Private / alternative investments Concentrated stock management Real estate investing
View complete list of advisors at this firm
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