DBA: MOLER CAPITAL MANAGEMENT
| Total AUM | $203.8M |
| Discretionary | $203.8M100% of AUM |
| Client Accounts | 386 |
| Avg Account Size | $528K |
| Employees | 3 |
| Peak AUM | $203.8MFeb 2026 |
| AUM CAGR | +5.2% /yrover 25 yrs · 36 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $204M | +21.8% | +11.4% | +7.8% | |
| Discretionary AUM | |||||
| Total AUM | $203.8M |
| Discretionary | $203.8M |
| Employees | 3 |
| Client Accounts | 386 |
Phone
949-748-3993
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$204M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$204M
| $204M |
| +21.8% |
| +11.4% |
| +7.8% |
| Total Accounts | 386 | +16.3% | +8.3% | +5.1% |
| Avg Account Size | $527,972.816 | +4.8% | +2.9% | +2.6% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $68M | +21.8% | +11.4% | +7.8% |
Client AUM Segments | |||||
| Wealth AUM | $181M | +22.6% | +15.4% | +11.1% | |
| Institutional AUM | $23M | +16.3% | 8.1% | 6.9% | |
Client Count Segments | |||||
| HNW Clients | 43 | 0.0% | +3.3% | 0.0% | |
| Individuals | 44 | +15.8% | +6.9% | +4.2% | |