Collins/Moody Financial Services

Collins/Moody Financial Services LLC is an SEC-registered RIA operating as a family office for wealthy clients from a US base.

Collins/Moody Financial Services

Collins/Moody Financial Services, L.L.C. is an SEC-registered investment adviser in Athens, GA. The firm manages approximately $42 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

United States

Is Collins/Moody Financial Services a family office or an RIA?

Collins/Moody Financial Services is structured as an SEC-registered investment adviser (RIA), which likely functions as a family office for high-net-worth clients. This dual status subjects it to regulatory obligations while serving family wealth (per SEC filings, registration records).

What investment services does Collins/Moody offer?

As an RIA, Collins/Moody likely offers portfolio management, financial planning, and estate planning. Typical RIA family offices provide customized asset allocation. No specific asset classes or deals are confirmed publicly.

Where is Collins/Moody based?

Operates from the United States. No city or office address is publicly listed.

How large is Collins/Moody's team or assets under management?

AUM and headcount are not publicly disclosed. The firm's private nature means these details are available only through direct contact or confidential data providers.

Who founded Collins/Moody Financial Services?

Founding details are not public. The firm's name suggests principals named Collins and Moody, but no individual names or backgrounds are on record.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.