# J Moss and Co

> J Moss and Co is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 3, 2024.

- CRD: 328259
- Filed as: J MOSS AND CO
- Legal name: J Moss and Co, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: May 3, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328259
- AdvisorCensus page: https://advisorcensus.com/firm/j-moss-and-co-328259

## Quick answers

**How is J Moss and Co compensated?**
On its Form ADV (Item 5.E, October 2026), J Moss and Co reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is J Moss and Co registered with the SEC or a state?**
J Moss and Co is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328259.

**How much does J Moss and Co manage?**
J Moss and Co reports $1,800,000 in regulatory assets under management in its Form ADV filing dated May 3, 2024 (100% discretionary).

**What types of clients does J Moss and Co serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does J Moss and Co 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/328259

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,800,000
- Discretionary: $1,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $1,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 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)
- LinkedIn @joemossjr

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J Moss and Co (CRD 328259): Form ADV filing data as of October 2026.