Twenty First Investors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based portfolio management and independent investment research primarily for high-net-worth individuals, families, trusts, and IRAs, servicing a small number of accounts. In addition to retail and trust business, the firm also manages institutional accounts, a service that is uncommon among similar independent, solo advisory firms.
Investment programs are built using an asset-allocation approach across equities, fixed income, money market, real estate, utilities, energy, commodities, and gold, with a preference for ETFs and no-load mutual funds. The adviser applies fundamental and technical analysis alongside a proprietary forecasting system to set risk-based allocations and guide trading decisions.
Distinctive for a firm of this size, the adviser’s background in data analysis, statistical training, and computer science informs its proprietary forecasting and research processes, and the firm publishes a monthly Market Forecast newsletter available to non-managed individual and institutional subscribers. The firm manages client accounts on a discretionary basis, relies on third‑party custodians with fee-deduction safeguards, and does not offer performance-based fee arrangements or vote client proxies.
Client services
Expertise
Fee options
Less than $1 Million - $1,000,000: 1.3% Over $1.0 Million - $2,500,000: 1.0% Over $2.5 Million - $5,000,000: 0.8% Over $5 Million+: 0.5%
Investment advisory newsletter "Market Forecast" available for $150 annual subscription (free for asset management clients)
Account minimum: $500,000 to $1,000,000, but it can vary Fee-only: Fee based solely on percentage of assets under management; no commissions
Main office
9420 Bonita Beach Rd, #201
Bonita Springs FL 34135
Advisors at this office
1
Most active in
Virginia
Also doing business as
Keith William Moored, Jr. · Twenty First Investors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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