RIA Intel›Advisers›Florida›MOONEY FINANCIAL, LLC

MOONEY FINANCIAL, LLC

Advisory

JACKSONVILLE BEACH, FL

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in FL

#1,354

of 2,610 advisers by AUM

Average account

$544K

across 170 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

60 clients

24 high-net-worth

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

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