Data / Investment advisers / Texas / Moffatt Financial Strategies
Moffatt Financial Strategies, Fort Worth, TX: $117 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Moffatt Financial Strategies is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $117 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 335975
- SEC file number
- 801-135389
- SEC status
- Approved, effective March 4, 2026
- Legal name
- 818 Wealth, LLC
- Main office
- 425 Houston Street Suite 575, Fort Worth, TX 76102
- Phone
- (682) 747-0134
- Regulatory AUM
- $117,131,991 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $116,310,881
- Non discretionary AUM
- $821,110
- Accounts
- 181
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $69.4 million |
| Individuals (other than high net worth individuals) | 140 | $46.9 million |
| Pension and profit sharing plans | 3 | $821,110 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Steelhead Capital Management, LLC | Fort Worth | $202.5 million | 20 | adviserinfo.sec.gov |
| Brazos Wealth Advisors LLC | Fort Worth | $183.7 million | Not listed | adviserinfo.sec.gov |
| Thirteen Twenty-Two Advisors | Fort Worth | $163.5 million | Not listed | adviserinfo.sec.gov |
| Purewater Capital, LLC | Fort Worth | $149.5 million | Not listed | adviserinfo.sec.gov |
| Trinity Investment Management, LLC | Fort Worth | $126.2 million | 1 | adviserinfo.sec.gov |
| Longhorn Capital Partners, L.P. | Fort Worth | $63.6 million | Not listed | adviserinfo.sec.gov |
| Eagle Capital International, LLC | Fort Worth | Not listed | 8 | adviserinfo.sec.gov |
| Goff Focused Strategies LLC | Fort Worth | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Moffatt Financial Strategies on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.