RIA Intel›Advisers›Georgia›COLLINS/MOODY FINANCIAL SERVICES, L.L.C.

COLLINS/MOODY FINANCIAL SERVICES, L.L.C.

Advisory

ATHENS, GA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$418K

across 100 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CONFIDANT FINANCIAL SOLUTIONS, LLC

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