3
31 Moorgate, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
31 Moorgate, Inc. provides investment advisory services to individuals (including high‑net‑worth individuals), as well as trusts, estates, and charitable organizations. Services center on individualized investment management with portfolios composed of individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, with continuous monitoring and rebalancing.
The firm uses fundamental, qualitative and quantitative analysis and implements asset‑allocation and fixed‑income strategies, including long‑term purchases when appropriate. It may manage accounts on a discretionary basis when authorized, routinely permits client‑directed brokerage rather than recommending a specific custodian, and does not maintain custody of client assets.
Noteworthy for an independent adviser of this size is the principal’s concurrent licensed legal practice with an affiliated law firm and separate strategic management consulting business; those services are provided under separate engagement agreements and may be offered to advisory clients. The firm also reports no regulatory assets under management as of 12/31/2020, does not sponsor wrap fee programs, and does not accept proxy voting authority for client securities.
Client services
Advice on investments managed by others
Expertise
Active portfolio management
Occupation focus
Attorney
Fee options
Main office location
31 Moorgate, Inc.
401 E Market Street, #13
Charlottesville VA 22902, United States
Number of offices
1
Most active in
31 Moorgate, Inc. has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
-
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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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.
Forms ADV
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