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Allen & Mooney Investments, LLC (Thomasville)


Allen & Mooney Investments, LLC is a large advisory firm based in Thomasville. It manages $170.12 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, and Ohio.




Allen & Mooney Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Allen & Mooney Investments: assets under management

The assets under management (AUM) of Allen & Mooney Investments, LLC is $170.12 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $165.03 million in discretionary accounts and $5.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $911.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allen & Mooney Investments, LLC for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Miron Herbert Allen Managing partner 1 Jan 2001 25% - 50% 1561147
John Powell Frazee Partner 1 Jan 2001 25% - 50% 4399394
Kate Ireland Partner 1 Jan 2001 25% - 50% 4399396
Richard Gordon Mooney Managing partner 1 Jan 2001 25% - 50% 1557033
Travis Stanley Barnes Managing partner 1 Sep 2005 Other 2158191

Based in Thomasville

The principal office where Allen & Mooney Investments, LLC performs its advisory services is located at 135 South Madison Street, Thomasville, GA 31792 The mailing address of the firm is P.O. Box 1116, Thomasville, GA 31799 1116. An additional office of the firm is in Tallahassee, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-277-1500 or by fax 229-225-1525. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday.


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