Moler Capital Management logo

Moler Capital Management

Updated today

Client assets under management

$180,974,011

Clients

87

51% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

44

Typical

Average account size

$2,080,161

About

Moler Capital Management is an SEC‑registered advisory firm that provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, charitable organizations, and select businesses. The firm manages roughly $204 million across under 100 client relationships and, in limited circumstances through an affiliated entity, offers trustee services for separate compensation.

The firm’s investment approach follows Modern Portfolio Theory, using broadly diversified mutual funds and ETFs, target asset allocations, and periodic rebalancing with a focus on long‑term holdings and dollar‑cost averaging. Uncommonly for peers of its size, Moler Capital largely implements portfolios using Dimensional Fund Advisors (DFA) mutual funds and generally avoids buying individual equity or bond securities except as a client accommodation, relying substantially on DFA’s fund analyses.

Notable distinctions include a multi‑decade operating history and a concentrated advisor team that aggregates household balances for fee breakpoints and sometimes manages related family accounts without charge. The combination of an emphasis on DFA fund lineups, limited use of individual securities, and the availability of trustee services through an affiliate makes the firm’s investment universe and service mix narrower and more specialized than many supported firms.

Client services

Portfolio management

Expertise

Passive / index investing Wealth management

Fee options

Percentage

$0 - $3,500,000: 1.00% $3,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Other

Fee-only: Annual fees based on tiered percentage of assets under management as listed above. No commissions.

Main office location

Moler Capital Management

Las Vegas NV, United States

Number of offices

2

Most active in

California · Nevada · 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

Matthew M

Series 65

Irvine, CA

Moler Capital Management

Matthew Mc Kinney is a financial advisor at Moler Capital Management with nine years of industry experience. He holds a Series 65 designation and has been with Moler Capital Management since 2006. Outside of his advisory role, he serves as treasurer for Grace Community Church Boy Scout Troop 121, handling bookkeeping and financial reporting. Moler Capital Management provides discretionary investment management and portfolio oversight for individuals, trusts, retirement plans, and charitable organizations. The firm follows a Modern Portfolio Theory framework, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors strategies for long-term portfolio management.

Passive / index investing Wealth management
user avatar

Randall M

Series 63, Series 65

Las Vegas, NV

Moler Capital Management

Randall Moler is a financial advisor with Moler Capital Management in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Moler Capital Management since 1995. Outside of his advisory role, he owns RGM Services, LLC, which provides trust administration and asset management consulting. Moler Capital Management offers discretionary investment management and portfolio oversight for individuals, trusts and estates, retirement-plan participants, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory approach, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable focus on Dimensional Fund Advisors strategies.

Passive / index investing Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")