Elliot Moses
Advisor at Sanguine Owl, Lc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sanguine Owl, Lc
Location
Ogden, UT
Credentials
Series 63, Series 65
Industry experience
20 years
About
Elliot Moses is the sole advisor at Sanguine Owl, LC in Ogden, Utah, holding Series 63 and Series 65 designations with 20 years of industry experience. He has managed Sanguine Owl since 2012 and also serves as CEO of Daco Enterprises, Inc., a manufacturing business. Additionally, he acts as trustee for family trusts and is involved in several related business ventures. Sanguine Owl primarily serves individual investors and also manages accounts for trusts, businesses, and retirement plans, overseeing approximately $1.8 million in discretionary assets. The firm combines fundamental and technical analysis with a buy-and-hold strategy, incorporating derivatives and tactical asset allocation adjustments to manage risk and generate income.
Fee options
1% annual asset-based fee, assessed quarterly, deducted in arrears
Account minimum: $50,000
Location
Ogden, UT
Most active in
Elliot M has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Sanguine Owl, Lc
2012 - Present (14 years)
Daco Enterprises, Inc.
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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