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Moody Investment Advisors, Inc. (Chicago)


Moody Investment Advisors, Inc. is a large advisory firm based in Chicago. It manages $300 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Illinois.

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Moody Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Moody Investment Advisors: assets under management

The assets under management (AUM) of Moody Investment Advisors, Inc. is $300 million. The firm's AUM has grown by 426% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $125 million in discretionary accounts and $175 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moody Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Moody Investment Advisors, Inc. performs its advisory services is located at 440 N Wells St, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-527-5565 or by fax 312-527-5591. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at moodyinvestmentadvisors.com.


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