# MOMENTUM ADVISORS, LLC

MOMENTUM ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 159574
- Type: SEC-registered investment adviser
- SEC file number: 801-73092
- Location: 1120 AVENUE OF THE AMERICAS, 4TH FLOOR, NEW YORK, NY, 10036
- Phone: 917-997-4297
- Latest filing: 2026-07-17
- Regulatory AUM: $414.7M
- Discretionary AUM: $412.5M
- Non-discretionary AUM: $2.1M
- Clients: 10
- Accounts: 370

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Hovig Melkonian | CHIEF COMPLIANCE OFFICER | Burbank, CA |
| Allan J Boomer | 45% SHAREHOLDER OF MOMENTUM ADVISORS, LLC; PARTNER | — |
| William Henry Platt | 35% SHAREHOLDER OF MOMENTUM ADVISORS, LLC; MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Kyle James Pitts | INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER (PARTNER) | — |
| PITTS PAUL JAMES | INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER; INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER (PARTNER) | — |
| BOOMER ALLAN J | 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC; 45% SHAREHOLDER OF MOMENTUM ADVISORS, LLC; MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| LONG JONTUE DRAPER | INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER | — |
| MCGHEE TIFFANY CATHERINE | CHIEF OPERATING OFFICER AND MEMBER; INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER | — |
| CLINE-THOMAS RUDOLPH | CO-OWNER; MEMBER | — |
| PLATT WILLIAM HENRY | 35% SHAREHOLDER OF MOMENTUM ADVISORS, LLC; INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| PITTS KYLE J | INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER | — |
| Hawkins Tiffany | CHIEF OPERATING OFFICER | — |
| HAWKINS TIFFANY L | CHIEF OPERATING OFFICER | — |
| Andrea P Gray | PARTNER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-03-07 | regulatory | MOMENTUM ADVISORS IS REQUIRED TO DISCLOSE ANY LEGAL OR DISCIPLINARY EVENTS THAT ARE MATERIAL TO A CLIENT'S OR PROSPECTIVE CLIENT'S EVALUATION OF MR. BOOMER. ON MARCH 7, 2025, THE SEC ENTERED INTO A SETTLEMENT ORDER WITH MOMENTUM ADVISORS, LLC (MOMENTUM") AND ALLAN J. BOOMER ("BOOMER") SETTLING AN AD… | Final | $80K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159574/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159574/similar
- Related entities: https://search.stillhousedata.com/firm/159574/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159574

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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.