# COLLINS/MOODY Financial Services, L.L.C.

> COLLINS/MOODY Financial Services, L.L.C. is a state-registered investment advisory firm in Athens, GA, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 120746
- Filed as: COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120746
- AdvisorCensus page: https://advisorcensus.com/firm/collins-moody-financial-services-l-l-c-athens-ga-120746

## Quick answers

**How is COLLINS/MOODY Financial Services, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), COLLINS/MOODY Financial Services, L.L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is COLLINS/MOODY Financial Services, L.L.C. located?**
COLLINS/MOODY Financial Services, L.L.C.'s principal office is in Athens, GA, according to its Form ADV.

**Is COLLINS/MOODY Financial Services, L.L.C. registered with the SEC or a state?**
COLLINS/MOODY Financial Services, L.L.C. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120746.

**How much does COLLINS/MOODY Financial Services, L.L.C. manage?**
COLLINS/MOODY Financial Services, L.L.C. reports $41,751,933 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does COLLINS/MOODY Financial Services, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (16); corporations or other businesses not listed above (5).

**Does COLLINS/MOODY Financial Services, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120746

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $41,751,933
- Discretionary: $41,751,933
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,606,475 |
| High net worth individuals | 16 | $27,392,084 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,237,255 |
| Corporations or other businesses not listed above | 5 | $2,516,119 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- collinscpa.com
- Facebook @COLLINSMOODY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. COLLINS/MOODY Financial Services, L.L.C. (CRD 120746): Form ADV filing data as of October 2026.