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Ables, Iannone, Moore & Associates, Inc.

Savannah, GASEC-registered investment adviserCRD 126942

Filed as ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Ables, Iannone, Moore & Associates, Inc. is an SEC-registered investment advisory firm in Savannah, GA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

9 years
registered since 2017
$258,717,545
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Ables, Iannone, Moore & Associates, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Ables, Iannone, Moore & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

What does Ables, Iannone, Moore & Associates, Inc.'s brochure say about its fees?

Its Form ADV Part 2A brochure dated January 15, 2026 states: Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Ables, Iannone, Moore & Associates, Inc. located?

Ables, Iannone, Moore & Associates, Inc.'s principal office is in Savannah, GA, according to its Form ADV.

Is Ables, Iannone, Moore & Associates, Inc. registered with the SEC or a state?

Ables, Iannone, Moore & Associates, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 126942.

How much does Ables, Iannone, Moore & Associates, Inc. manage?

Ables, Iannone, Moore & Associates, Inc. reports $258,717,545 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (96% discretionary).

How have Ables, Iannone, Moore & Associates, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Ables, Iannone, Moore & Associates, Inc.: Regulatory assets under management: $183,218,372 in the October 2021 data and $258,717,545 in the October 2026 data, up 41%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Ables, Iannone, Moore & Associates, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (312); high net worth individuals (83); corporations or other businesses not listed above (8).

Which custodians does Ables, Iannone, Moore & Associates, Inc. use?

Ables, Iannone, Moore & Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

Does Ables, Iannone, Moore & Associates, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126942

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it)

The brochure's wording
The annual fee varies (between 0.75% and 2.00%) depending upon the market value of the assets under management and the type of investment management services to be rendered.

As stated in the firm's Form ADV Part 2A brochure dated January 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$258,717,545

$258,717,545 as of October 2026, filing dated January 15, 2026.

Discretionary: $247,632,599.Non-discretionary: $11,084,946.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 312 Assets $62,731,706 (24%)
High net worth individuals
Clients 83 Assets $188,101,928 (73%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 4 Assets $896,524 (0%)
Charitable organizations
Clients 2 Assets $3,004,993 (1%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 8 Assets $3,982,394 (2%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 5. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
11 states or jurisdictions
ALCAFLGALAMANCNHNYSCTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$183M 2021 $214M 2022 $154M 2023 $197M 2024 $239M 2025 $259M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$258,717,5455January 15, 2026
October 2025$239,158,9435March 21, 2025
October 2024$196,690,6104March 14, 2024
October 2023$154,197,7853March 31, 2023
October 2022$214,293,3064January 24, 2022
October 2021$183,218,3723February 4, 2021

Regulatory assets under management: $183,218,372 in the October 2021 data and $258,717,545 in the October 2026 data, up 41%.

Total employees: 3 in October 2021 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
aimainc.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Ables, Iannone, Moore & Associates, Inc. (CRD 126942): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ables-iannone-moore-and-associates-inc-savannah-ga-126942