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John Moore & Associates Inc

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Client assets under management

$1,006,311,250

Clients

714

32% high-net worth

Advisors

5

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

143

Very High

Average account size

$1,409,400

About

John Moore & Associates is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, foundations, and other institutions through separately managed accounts and program platforms. The firm delivers personalized asset management across equity, fixed‑income, income, alternatives, and balanced strategies tailored to client objectives and risk tolerances.

JMA combines proprietary quantitative equity models, multi‑blend asset allocation models, and a range of strategy portfolios — including concentrated dynamic equity, laddered managed bond portfolios with municipal customization, income-focused and alternatives models, and a crypto strategy allocating to ETFs, miners, and sector companies. It also offers Biblically Responsible Investing (BRI) when clients request values‑based screening, and its model-driven buy/sell disciplines can produce higher cash allocations or concentrated, uneven performance periods in certain strategies.

Distinctive features disclosed in the brochure include an outsourced Chief Investment Officer arrangement that provides research and portfolio guidance but is paid by the firm out of client advisory fees and involves a familial affiliation with an owner, a conflict the firm documents and monitors. The firm also discloses that cash and cash equivalents are generally included when calculating advisory fees, uses third‑party subadvisors for fixed‑income sourcing with embedded compensation arrangements, and previously participated in the SEC share‑class disclosure initiative to refund certain mutual fund fees to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Real estate investing

Fee options

Percentage

$0 - $300,000: 1.25% $300,001 - $500,000: 1.13% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% Over $5,000,000+: Negotiable*

Other

Account minimum: $500,000

Main office location

John Moore & Associates Inc

8220 San Pedro Dr Ne, Suite 310

Albuquerque NM 87113, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Georgia · Louisiana · New Mexico · North Carolina · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cole L

Series 63, Series 66

Scottsdale, AZ

John Moore & Associates Inc

Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. He is also the owner of ColeLeonida.com, a personal brand website and social media platform. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts through discretionary and non-discretionary portfolio management using model-based equity and fixed-income strategies.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

Greg H

Series 63, Series 65, Series 66

Scottsdale, AZ

John Moore & Associates Inc

Greg Hartenbower is a financial advisor at John Moore & Associates Inc in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Raymond James Financial Services and USAA Financial Planning Services. Outside of his advisory role, he serves as a retreat director for men's religious retreats across Arizona. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets with a team of seven advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, offering discretionary and non-discretionary portfolio management using model-based processes across equity, fixed income, and blended strategies.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

Gary F

CFP®, Series 63

Scottsdale, AZ

John Moore & Associates Inc

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

John O

CFP®, Series 63, Series 66

Albuquerque, NM

John Moore & Associates Inc

John Onesti is a CFP® with 17 years of industry experience, currently serving as an advisor at John Moore & Associates Inc in Albuquerque, NM. His prior roles include positions at Fidelity Investments and GWFS Equities, Inc. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets with a team of seven advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, offering discretionary and non-discretionary portfolio management using model-based processes across equity, fixed-income, and blended strategies.

Private / alternative investments Concentrated stock management Real estate investing
user avatar

Brian C

Series 66

Albuquerque, NM

John Moore & Associates Inc

Brian Cochran is a financial advisor at John Moore & Associates Inc with 19 years of industry experience. He holds the Series 66 designation and has been with John Moore & Associates and Raymond James Financial Services since 2013. Outside of advising, he is a co-author and has published work since 2019. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, and retirement accounts. The firm manages approximately $970 million in client assets and employs model-based portfolio management strategies across equity, fixed income, and blended approaches.

Private / alternative investments Concentrated stock management Real estate investing
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