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KATZ-MOSES FINANCIAL LLC

Advisory

DC

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in DC
#115
of 126 advisers by AUM
Average account
$93K
across 275 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
57
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, MD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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SHB ADVISORS, LLC
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