# COLLINS/MOODY FINANCIAL SERVICES, L.L.C.

COLLINS/MOODY FINANCIAL SERVICES, L.L.C. of ATHENS, GA is an SEC-registered investment adviser.

## Registration

- CRD: 120746
- Type: SEC-registered investment adviser
- Location: 455 NEWTON BRIDGE ROAD, ATHENS, GA, 30607-1141
- Phone: 706-543-3493
- Latest filing: 2026-02-27
- Regulatory AUM: $41.8M
- Discretionary AUM: $41.8M
- Clients: 2
- Accounts: 100

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120746/similar
- Related entities: https://search.stillhousedata.com/firm/120746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120746

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.