JOHN MOORE & ASSOCIATES INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.03B |
| Discretionary | $828.8M81% of AUM |
| Non-Discretionary | $199.9M |
| Client Accounts | 2,683 |
| Avg Account Size | $383K |
| Employees | 14 |
| Peak AUM | $1.03BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +6.0% | +12.5% | +9.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.03B |
| Discretionary | $828.8M |
| Employees | 14 |
| Client Accounts | 2683 |
| Client Range | More than 500 |
Contact & Location
Address
8220 SAN PEDRO DR NE
ALBUQUERQUE NM 87113
Phone
505-881-5100
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$829M
80.6% of AUM
Non-Discretionary
$200M
19.4% of AUM
Disc. mix ▲ 3.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported