MOONDANCE INVESTMENT ADVISORS, LLC

Overview

Moondance Investment Advisors, LLC operates as an independent RIA focused on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm uses a fee model that includes a percentage of AUM as well as hourly and fixed-fee engagements, which supports both ongoing investment relationships and standalone planning work. The adviser is owner-run and does not present itself as a capital allocator or pension consultant; it is not positioned as an ESG-focused or multi-state adviser. Investment activity is concentrated in publicly offered pooled vehicles rather than bespoke alternative strategies. The firm appears to favor delegated, discretionary management for most client assets while retaining flexibility to take on non-discretionary work. Practice emphasis is on packaged solutions and advisory relationships appropriate for high-net-worth individuals and families rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices