# Moody, Lynn, Lieberson & Walker, LLC

> Moody, Lynn, Lieberson & Walker, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 283549
- Filed as: MOODY, LYNN, LIEBERSON & WALKER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283549
- AdvisorCensus page: https://advisorcensus.com/firm/moody-lynn-lieberson-and-walker-llc-boston-ma-283549

## Quick answers

**How is Moody, Lynn, Lieberson & Walker, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moody, Lynn, Lieberson & Walker, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Moody, Lynn, Lieberson & Walker, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $5,000,000: 0.7% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Moody, Lynn, Lieberson & Walker, LLC located?**
Moody, Lynn, Lieberson & Walker, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Moody, Lynn, Lieberson & Walker, LLC registered with the SEC or a state?**
Moody, Lynn, Lieberson & Walker, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283549.

**How much does Moody, Lynn, Lieberson & Walker, LLC manage?**
Moody, Lynn, Lieberson & Walker, LLC reports $2,410,564,401 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Moody, Lynn, Lieberson & Walker, LLC's assets and staff changed since 2021?**
In the Form ADV data for Moody, Lynn, Lieberson & Walker, LLC: Regulatory assets under management: $1,516,789,629 in the October 2021 data and $2,410,564,401 in the October 2026 data, up 59%. Total employees: 13 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moody, Lynn, Lieberson & Walker, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (503); charitable organizations (33); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Moody, Lynn, Lieberson & Walker, LLC use?**
Moody, Lynn, Lieberson & Walker, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and FNZ Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Moody, Lynn, Lieberson & Walker, LLC 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/283549

**What changed in Moody, Lynn, Lieberson & Walker, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,189,108,008 to $2,410,564,401 (+10%). Updated its list of owners and control persons (Schedule A).

## 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 March 25, 2026)

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

> For the management of marketable securities, MLLW’s current basic fee schedule is as follows: Value of assets under management Rate First $3,000,000 1.0% Next $2,000,000 0.7% Over $5,000,000 0.5%

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.
- FNZ Trust Company

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: $2,410,564,401
- Discretionary: $2,410,564,401
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 503 | $2,145,576,078 |
| 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) | 1 | $13,267,605 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $124,817,401 |
| Charitable organizations | 33 | $126,903,317 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, LA, MA, MD, ME, NH, NJ, NY, PA, RI, SC, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [moodylynn.com](https://moodylynn.com)
- LinkedIn @moody-lynn-lieberson-walker-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,516,789,629 | 13 | March 29, 2021 |
| October 2022 | $1,829,484,751 | 13 | March 29, 2022 |
| October 2023 | $1,543,904,565 | 12 | March 30, 2023 |
| October 2024 | $1,609,110,610 | 13 | March 27, 2024 |
| October 2025 | $2,189,108,008 | 14 | April 2, 2025 |
| October 2026 | $2,410,564,401 | 14 | March 25, 2026 |

Regulatory assets under management: $1,516,789,629 in the October 2021 data and $2,410,564,401 in the October 2026 data, up 59%.
Total employees: 13 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,189,108,008 to $2,410,564,401 (+10%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moody, Lynn, Lieberson & Walker, LLC (CRD 283549): Form ADV filing data as of October 2026.