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

COLLINS/MOODY FINANCIAL SERVICES, L.L.C. of ATHENS, GA is an SEC-registered investment adviser (CRD 120746). Regulatory assets under management: $41.8M.

Registration

• CRD: 120746
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search