MOODY, LYNN, LIEBERSON & WALKER, LLC

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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

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$13,242,341

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$90,043,965 % Position6.00% $ Change-3.00% # Change799.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$89,900,119 % Position6.00% $ Change-13.00% # Change-12.00%
Stck Ticker532457108 Stock NameLILLY ELI & CO $ Position$79,366,935 % Position5.00% $ Change-4.00% # Change-2.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$83,634,863 % Position5.00% $ Change-4.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$71,176,374 % Position4.00% $ Change11.00% # Change0.00%
Stck Ticker02079K305 Stock NameALPHABET INC CAP STOCK CL A $ Position$63,498,492 % Position4.00% $ Change-12.00% # Change-4.00%
Stck Ticker09260D107 Stock NameBLACKSTONE INC $ Position$42,391,284 % Position3.00% $ Change25.00% # Change1.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC CL B NE $ Position$50,836,177 % Position3.00% $ Change11.00% # Change-2.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$40,879,850 % Position3.00% $ Change5.00% # Change0.00%
Stck Ticker78463V107 Stock NameSPDR GOLD SHARES $ Position$44,710,644 % Position3.00% $ Change35.00% # Change20.00%

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