# Moffatt Financial Strategies

Moffatt Financial Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://moffattfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/derekmoffatt

## Regulatory record

- **CRD number:** 335975
- **SEC file number:** 801-135389
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335975

## About

MOFFATT FINANCIAL STRATEGIES is an SEC-registered investment adviser in FORT WORTH, TX, registered since 2026. The firm manages $117 million in assets, $116 million on a discretionary basis. It has 6 employees and 4 investment advisers.

## Related profiles

- [AVV](https://altss.com/profile/avv)
- [Texas Assured Financial Planning LLC](https://altss.com/profile/texas-assured-financial-planning-llc)

---

Last updated: 2026-07-06T01:24:21.509Z

Canonical page: https://altss.com/profile/moffatt-financial-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology