MOODY, LYNN, LIEBERSON & WALKER, LLC other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

13 8.33%

of those in investment advisory functions:

8

Registration:

SEC, Approved, 4/21/2016

AUM:

1,609,110,610 4.22%

of that, discretionary:

1,609,110,610 4.22%

Private Fund GAV:

13,242,341 6.20%

Avg Account Size:

1,648,679 1.45%

SMA’s:

YES

Private Funds:

1

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 784M 523M 261M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $13,242,341

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
67066G104 NVIDIA CORPORATION $103,781,043 7.00% 35.00% 889.00%
594918104 MICROSOFT CORP $87,109,696 6.00% 7.00% 0.00%
11135F101 BROADCOM INC $93,249,182 6.00% 21.00% 0.00%
02079K305 ALPHABET INC CAP STOCK CL A $72,544,698 5.00% 26.00% 4.00%
532457108 LILLY ELI & CO $82,774,366 5.00% 17.00% 0.00%
037833100 APPLE INC $64,300,601 4.00% 28.00% 4.00%
023135106 AMAZON.COM INC $42,107,629 3.00% 11.00% 4.00%
084670702 BERKSHIRE HATHAWAY INC CL B NE $45,774,763 3.00% -2.00% 1.00%
46625H100 JPMORGAN CHASE & CO $39,101,712 3.00% 2.00% 1.00%
94106L109 WASTE MANAGEMENT INC DEL $38,708,196 3.00% 0.00% 0.00%

Brochure Summary

Overview

Moody, Lynn, Lieberson & Walker, LLC (“MLLW”), is an independent investment counseling firm created to manage the financial affairs of individuals, families, and select institutional accounts. We believe we can enhance the financial well-being of our clients by providing superior risk adjusted performance and relevant service. As an independent investment advisor, our interests are completely aligned with those of our clients. Our energy and focus are on achieving superior investment results and meeting the specific needs of each of our clients.
• Our multi-factor investment approach has proven effective over shorter and longer-term periods and stands apart from the plethora of choices available to investors today.
• An experienced and accomplished investment professional manages each client portfolio and relationship.
• Our collaborative and performance-oriented
culture contributes to our investment success in various market environments.
• Portfolio construction focuses on meeting the specific needs of individual clients
• Relevant and timely communication from our investment professionals to our clients allows consistency of asset management application and clients’ evolving financial and personal profiles. PROFILE
• Founded in 1989
• Seasoned global asset allocation team that has worked together through multiple market and economic cycles
• 100% employee owned and controlled
• Average industry experience of investment professionals is 30 years
• Assets under management as of March 31, 2024: $1.7 billion
• Equity and balanced account management for private clients and small/mid-sized institutions
• Global core manager with “Growth at Reasonable Price” discipline