A complete list of active advisors currently associated with Moat Capital
Warmer can help you find a great advisor at Moat Capital or one who fits your needs even better.
Moat Capital is a state‑registered investment adviser that offers discretionary investment management and related advisory services to individuals, high‑net‑worth clients, trusts, estates and businesses, implementing portfolios primarily through exchange‑traded funds and, as needed, individual stocks, bonds and options. Like many investment managers, its advisory fees are based on assets under management and it does not participate in wrap‑fee programs; the firm reported $0 in client assets as of December 31, 2024 and maintains limited custody only to authorize fee deductions. The firm’s investment process emphasizes fundamental analysis and a predominantly long‑term orientation, with portfolios constructed to align with each client’s objectives, risk tolerance and tax considerations; holdings are typically ETFs but the adviser may use individual securities, options or cash positions for hedging or liquidity. Moat Capital operates with discretionary trading authority, conducts ongoing monitoring and provides periodic reporting to clients, while allowing clients to impose reasonable investment restrictions. Distinctive features disclosed in the brochure include the principal’s substantial outside business activities — a full‑time executive role at a fintech firm developing a proprietary stablecoin and part‑time teaching at a university — which the firm notes and discloses as potential capacity and conflict considerations. The firm also maintains institutional relationships with custodians that provide software and other economic benefits, and it registered as an RIA in 2024 after being founded in 2021, details that may affect operational resources relative to peers.
To learn more about the advisors currently working at Moat Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 1
|
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