JOHN MOORE & ASSOCIATES INC
SEC RegisteredEnough isn't enough.
About the firm
John Moore Associates is a financial planning firm that approaches financial planning through the lens of stewardship, providing principled guidance rooted in timeless values to help clients grow not just their capital, but their legacy. The firm integrates biblical perspective into its financial counsel and investment management services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management (including ten unique investment strategies overseen by an investment committee with personalized and monitored plans), and wealth transfer and estate planning.
Who they serve
Families who strive to express their heartfelt values, including their faith, in every aspect of life, including those interested in charitable giving and generosity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 488 | $163M |
| High Net Worth Individuals | 226 | $844M |
| Charitable Organizations | 2 | $5.8M |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JOHN MOORE & ASSOCIATES INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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