# Moler Capital Management

> Moler Capital Management is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 106969
- Filed as: MOLER CAPITAL MANAGEMENT
- Legal name: Moler Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106969
- AdvisorCensus page: https://advisorcensus.com/firm/moler-capital-management-las-vegas-nv-106969

## Quick answers

**How is Moler Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Moler Capital Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Moler Capital Management charge?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Up to $3,500,000: 1% a year; $3,500,001 to $5,000,000: 0.8% a year; $5,000,001 to $10,000,000: 0.7% a year; Above $10,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Moler Capital Management located?**
Moler Capital Management's principal office is in Las Vegas, NV, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Moler Capital Management registered with the SEC or a state?**
Moler Capital Management is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106969.

**How much does Moler Capital Management manage?**
Moler Capital Management reports $203,797,507 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have Moler Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Moler Capital Management: Regulatory assets under management: $140,595,079 in the October 2021 data and $203,797,507 in the October 2026 data, up 45%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moler Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (43).

**Which custodians does Moler Capital Management use?**
Moler Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Moler Capital Management 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/106969

**What changed in Moler Capital Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $167,286,659 to $203,797,507 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Up to $3,500,000: 1% a year
- $3,500,001 to $5,000,000: 0.8% a year
- $5,000,001 to $10,000,000: 0.7% a year
- Above $10,000,001: 0.5% a year

> MCM‘s advisory fees are charged based on a percentage of the client’s total assets under management, per the following schedule: Assets Under Management Annual Fee First $3,500,000 1.00% $3,500,001 to $5,000,000 0.80% $5,000,001 to $10,000,000 0.70% $10,000,001 + 0.50%

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $203,797,507
- Discretionary: $203,797,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $19,229,634 |
| High net worth individuals | 44 | $161,744,377 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,779,178 |
| Charitable organizations | Fewer than 5 | $11,426,680 |
| Corporations or other businesses not listed above | Fewer than 5 | $617,638 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (30 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- molercapital.com
- LinkedIn @moler-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,595,079 | 3 | March 17, 2021 |
| October 2022 | $165,296,910 | 3 | February 18, 2022 |
| October 2023 | $147,277,381 | 3 | February 24, 2023 |
| October 2024 | $158,622,569 | 3 | February 20, 2024 |
| October 2025 | $167,286,659 | 3 | February 16, 2025 |
| October 2026 | $203,797,507 | 3 | February 23, 2026 |

Regulatory assets under management: $140,595,079 in the October 2021 data and $203,797,507 in the October 2026 data, up 45%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $167,286,659 to $203,797,507 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moler Capital Management (CRD 106969): Form ADV filing data as of October 2026.