RIA IntelAdvisersKentuckyMOON LASSO ASSET MANAGEMENT, LLC

MOON LASSO ASSET MANAGEMENT, LLC

Advisory

KY

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account
$1M
across 1 accounts
AUM per adviser
$1M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM
$1M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

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

FENWICK FINANCIAL L.L.C.
$2M
LIVELY FINANCIAL LLC
$1M
BEST INVESTMENT OPTIONS, LLC
LOUISVILLE, KY
$1M
HANNEGAN WEALTH MANAGEMENT, LLC
EDGEWOOD, KY
$2M
FARRIS CAPITAL MANAGEMENT
LEXINGTON, KY
$1M
ARSENAL INVESTMENT ADVISORS, LLC
LOUISVILLE, KY
$999K

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