San Francisco, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moat Capital provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, trusts, estates and businesses, and operates as a state‑registered fiduciary. The firm constructs portfolios primarily from exchange‑traded funds and may also use individual stocks, bonds and options to implement client strategies.
The adviser uses fundamental analysis and generally pursues a long‑term, customized approach tailored to each client’s objectives, risk tolerance and financial situation, with periodic rebalancing and tax‑aware adjustments. The firm emphasizes ongoing client contact and monitoring, and clients may impose reasonable investment restrictions that the adviser will consider.
Noteworthy features disclosed in the brochure include that the firm reported $0 in assets under management and no clients as of December 31, 2025, and that the principal maintains significant outside business activities—including serving as CEO of a fintech developing a proprietary stablecoin and teaching at a university—which are disclosed and addressed through the firm’s compliance policies. The firm also maintains institutional relationships with custodians (Schwab and Altruist) that provide economic benefits to the adviser, and it may employ options trading and retain legacy positions in client accounts.
Based on Moat Capital
Location
San Francisco CA
Advisors at this office
1
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