The Moorings Group, LLC
The Moorings Group, LLC is an SEC-registered wealth manager in Atlanta, GA with $439.6M assets under management (AUM, regulatory AUM), -7% over one year. See who owns The Moorings Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129403, SEC 801-63917, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $439.6M (2026-05-13)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 2
- Clients
- 124
- CRD
- 129403
- Ownership
- POIRIER, MICHELE, MARIE; MORRIS, CONNIE, FREEMAN; MITCHELL, KEITH, EUGENE; PARTRIDGE, CONNIE, FREEMAN; Partridge, CONNIE, F.
How much AUM does The Moorings Group, LLC have?
The Moorings Group, LLC reported $439.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns The Moorings Group, LLC?
Disclosed owners and executives of The Moorings Group, LLC include POIRIER, MICHELE, MARIE, MORRIS, CONNIE, FREEMAN, MITCHELL, KEITH, EUGENE, PARTRIDGE, CONNIE, FREEMAN, Partridge, CONNIE, F.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.