Moffatt Financial Strategies
Moffatt Financial Strategies is an SEC-registered mass-market adviser in Fort Worth, TX with $117.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Moffatt Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335975, SEC 801-135389, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $117.1M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Fort Worth, TX
- Employees
- 6
- Clients
- 181
- CRD
- 335975
- Ownership
- MOFFATT, DEREK, JEFFERSON
How much AUM does Moffatt Financial Strategies have?
Moffatt Financial Strategies reported $117.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Moffatt Financial Strategies?
Disclosed owners and executives of Moffatt Financial Strategies include MOFFATT, DEREK, JEFFERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.