# 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.

- CRD: 126942
- Filed as: ABLES, IANNONE, MOORE & ASSOCIATES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126942
- AdvisorCensus page: https://advisorcensus.com/firm/ables-iannone-moore-and-associates-inc-savannah-ga-126942

## Quick answers

**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).

**How much does Ables, Iannone, Moore & Associates, Inc. charge?**
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); Hourly rate: $100 to $200 an hour (limited consulting services). 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

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

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

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

> 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.

- Hourly rate: $100 to $200 an hour (limited consulting services)

> These fees are negotiable, but generally range from $100 to $200 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $258,717,545
- Discretionary: $247,632,599
- Non-discretionary: $11,084,946

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, MA, NC, NH, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aimainc.com](https://aimainc.com)
- Facebook @AIMAINC
- Instagram @AIMA_INC
- LinkedIn @ABLES-IANNONE-MOORE-ASSOCIATES-INC
- X @AIMAINC
- YouTube @aima_inc_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,218,372 | 3 | February 4, 2021 |
| October 2022 | $214,293,306 | 4 | January 24, 2022 |
| October 2023 | $154,197,785 | 3 | March 31, 2023 |
| October 2024 | $196,690,610 | 4 | March 14, 2024 |
| October 2025 | $239,158,943 | 5 | March 21, 2025 |
| October 2026 | $258,717,545 | 5 | January 15, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ables, Iannone, Moore & Associates, Inc. (CRD 126942): Form ADV filing data as of October 2026.