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Montis Exley Moore Asset Management, LLC (Savannah)


Montis Exley Moore Asset Management, LLC is a large advisory firm based in Savannah. It manages $70.11 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Georgia.

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Montis Exley Moore Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Montis Exley Moore Asset Management: assets under management

The assets under management (AUM) of Montis Exley Moore Asset Management, LLC is $70.11 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.27 million in discretionary accounts and $1.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $613.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Montis Exley Moore Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Savannah

The principal office where Montis Exley Moore Asset Management, LLC performs its advisory services is located at 315 Commercial Drive,Suite B 4, Savannah, GA 31406, 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 912-354-8000 or by fax 912-354-8333. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.emontis.com.


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