Brookhaven, GA Office

Moonstone Asset Management serves individual and high‑net‑worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm charges asset‑based fees billed quarterly in arrears and delivers ongoing portfolio monitoring and reporting through qualified custodians.

Moonstone manages client accounts on a discretionary basis and documents client objectives and risk tolerance to build tailored allocations, using fundamental, technical, and cyclical analysis to guide security selection. Portfolios may include mutual funds, ETFs, equities and fixed income, and—when appropriate—may employ option strategies, margin, short sales or other leveraged instruments; accounts are reviewed at least annually with rebalancing and tax‑loss harvesting considered.

The firm is a small, supported team (four advisors, roughly 68 clients and about $75 million in AUM) with supervised persons who maintain notable outside industry roles and other non‑advisory business interests, including trading and ETF operational experience; those relationships and potential conflicts are disclosed and subject to the firm’s code of ethics and supervision. Moonstone does not participate in wrap programs, does not receive soft‑dollar or external sales compensation, aggregates client trades when appropriate, and provides clients quarterly custodial statements and itemized fee invoices in accordance with state custody rules.