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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MOLER CAPITAL MANAGEMENT

MOLER CAPITAL MANAGEMENT, LLC, CRD 106969

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c048ae8-1429-ad0a-25ea-9d694a12e938

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2012 to Feb 23, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $204MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $204M
Private client RAUM: $181MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 386
Individual clients: 43
High net worth clients: 44
Custody, client assets: $83.3M
SEC number: 801-50628
CRD: 106969
Filings on the tape: 22
First filed: Jan 9, 2012
Latest filed: Feb 23, 2026
Organised: Limited Liability Company, NV
Website: molercapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RANDALL G. MOLER	n/a	LAS VEGAS, NV	10	40	n/a	no
Matthew Ryan McKinney	n/a	LAS VEGAS, NV \| IRVINE, CA	10	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MOLER LIVING TRUST-1992 DATED JULY 21, 1992	Member	E	yes	01/2016	Jan 14, 2016	Feb 20, 2024
MOLER, NANCY, LYNN	MANAGER, TRUSTEE OF THE MOLER LIVING TRUST-1992 DATED JULY 21, 1992	E	yes	01/2016	Jan 14, 2016	Feb 20, 2024
MOLER, RANDALL, G.	CHIEF COMPLIANCE OFFICER	E	yes	10/2004	Jan 9, 2012	Feb 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Irvine	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$204M	$204M	3	2	1	n/a	n/a
2024	Feb 16, 2025	$167M	$167M	3	2	1	n/a	n/a
2023	Feb 20, 2024	$159M	$159M	3	2	1	n/a	n/a
2022	Feb 24, 2023	$147M	$147M	3	2	0	n/a	n/a
2021	Feb 18, 2022	$165M	$165M	3	1	0	n/a	n/a
2020	Mar 17, 2021	$141M	$141M	3	1	0	n/a	n/a
2019	Feb 18, 2020	$143M	$143M	3	2	0	n/a	n/a
2018	Feb 1, 2019	$125M	$125M	3	2	0	n/a	n/a
2017	Feb 12, 2018	$148M	$148M	3	2	0	n/a	n/a
2016	Mar 20, 2017	$131M	$131M	3	2	n/a	n/a	n/a
2015	Jan 14, 2016	$117M	$117M	3	1	n/a	n/a	n/a
2014	Feb 19, 2015	$122M	$122M	2	1	n/a	n/a	n/a
2013	Mar 10, 2014	$120M	$120M	2	1	n/a	n/a	n/a
2012	Mar 19, 2013	$98.5M	$98.5M	2	1	n/a	n/a	n/a
2011	Jan 9, 2012	$92.3M	$92.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$204M	$167M	21.8%	$147M	11.4%	3	3	1	1

Relationships

Registered with (2)

← Matthew Ryan McKinneyAdvisorregistration: current employment
Apr 11, 2016 to presentfactForm ADV
← RANDALL G. MOLERAdvisorregistration: current employment
Jan 13, 2016 to presentfactForm ADV

Controls (3)

← MOLER, RANDALL, G.OwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 9, 2012 to Feb 20, 2024factForm ADV
← MOLER, NANCY, LYNNOwnerMANAGER, TRUSTEE OF THE MOLER LIVING TRUST-1992 DATED JULY 21, 1992, ownership code E, individual
Jan 14, 2016 to Feb 20, 2024factForm ADV
← MOLER LIVING TRUST-1992 DATED JULY 21, 1992OwnerMEMBER, ownership code E, domestic entity
Jan 14, 2016 to Feb 20, 2024factForm ADV

Dated events

Occurred
Jan 14, 2016
Succession filed (Item 4)
Moler Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c048ae8-1429-ad0a-25ea-9d694a12e938
First observed: Jan 9, 2012
Last observed: Feb 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOLER CAPITAL MANAGEMENT

MOLER CAPITAL MANAGEMENT, LLC, CRD 106969

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c048ae8-1429-ad0a-25ea-9d694a12e938

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RANDALL G. MOLER

n/a

LAS VEGAS, NV

n/a

Matthew Ryan McKinney

n/a

LAS VEGAS, NV | IRVINE, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MOLER LIVING TRUST-1992 DATED JULY 21, 1992

Member

yes

01/2016

Jan 14, 2016

Feb 20, 2024

MOLER, NANCY, LYNN

MANAGER, TRUSTEE OF THE MOLER LIVING TRUST-1992 DATED JULY 21, 1992

yes

01/2016

Jan 14, 2016

Feb 20, 2024

MOLER, RANDALL, G.

CHIEF COMPLIANCE OFFICER

yes

10/2004

Jan 9, 2012

Feb 20, 2024

City

State

Country

Employees

Also broker-dealer

Irvine

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$204M

n/a

2024

Feb 16, 2025

$167M

n/a

2023

Feb 20, 2024

$159M

n/a

2022

Feb 24, 2023

$147M

n/a

2021

Feb 18, 2022

$165M

n/a

2020

Mar 17, 2021

$141M

n/a

2019

Feb 18, 2020

$143M

n/a

2018

Feb 1, 2019

$125M

n/a

2017

Feb 12, 2018

$148M

n/a

2016

Mar 20, 2017

$131M

n/a

2015

Jan 14, 2016

$117M

n/a

2014

Feb 19, 2015

$122M

n/a

2013

Mar 10, 2014

$120M

n/a

2012

Mar 19, 2013

$98.5M

n/a

2011

Jan 9, 2012

$92.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$204M

$167M

21.8%

$147M

11.4%