RIA Intel›Advisers›North Carolina›MOORE INVESTMENT PARTNERS, LLC

MOORE INVESTMENT PARTNERS, LLC

Advisory

CHARLOTTE, NC

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in NC

#449

of 516 advisers by AUM

Average account

$326K

across 232 accounts

AUM per adviser

$76M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$76M

Discretionary AUM$61M

Non-Discretionary AUM$15M

Discretionary %80.7%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, SC, 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

59 clients

24 high-net-worth

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

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