# MOY Investment Management, LLC

> MOY Investment Management, LLC is a state-registered investment advisory firm in Cincinnati, OH, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 150924
- Filed as: MOY INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150924
- AdvisorCensus page: https://advisorcensus.com/firm/moy-investment-management-llc-cincinnati-oh-150924

## Quick answers

**How is MOY Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MOY Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MOY Investment Management, LLC located?**
MOY Investment Management, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is MOY Investment Management, LLC registered with the SEC or a state?**
MOY Investment Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150924.

**How much does MOY Investment Management, LLC manage?**
MOY Investment Management, LLC reports $81,350,156 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does MOY Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (15).

**Does MOY Investment Management, LLC 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/150924

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $81,350,156
- Discretionary: $81,350,156
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,386,452 |
| High net worth individuals | 16 | $76,963,704 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MOY Investment Management, LLC (CRD 150924): Form ADV filing data as of October 2026.