# Moola Copilot LLC

> Moola Copilot LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 334132
- Filed as: MOOLA COPILOT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334132
- AdvisorCensus page: https://advisorcensus.com/firm/moola-copilot-llc-naples-fl-334132

## Quick answers

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

**How much does Moola Copilot LLC charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: 0.6% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Moola Copilot LLC located?**
Moola Copilot LLC's principal office is in Naples, FL, according to its Form ADV.

**Is Moola Copilot LLC registered with the SEC or a state?**
Moola Copilot LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334132.

**How have Moola Copilot LLC's assets and staff changed since 2025?**
In the Form ADV data for Moola Copilot LLC: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moola Copilot LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,756).

**Does Moola Copilot 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/334132

## 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 3, 2026)

- Asset-based fee: 0.6% of assets a year

> Moola charges an annual asset -based fee of 0.60% (60 basis points) (the “Management Fee”). The Management Fee is prorated and charged every thirty (30) days

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,756 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moo.la
- Facebook @MoolaCopilot
- Instagram @moola_copilot
- TikTok @moola.copilot
- YouTube @Moola-Copilot

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 12, 2025 |
| October 2026 | Not reported | 1 | March 3, 2026 |

Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moola Copilot LLC (CRD 334132): Form ADV filing data as of October 2026.