Moment Advisors, Llc
- Regulatory AUM
- $56.3M
- Discretionary
- $56.3M
- Clients
- 25
- Avg AUM / client
- $2.3M
- Accounts
- 25
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 25 | $56.3M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julius Raphael Leiman Carbia | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Soliman, Ammer, Medhat | Chief Executive Officer And Chief Investment Officer | Apr 2024 (2y) | Less than 5% | |
| Radowan Ahmed Khan | Registered representative | Jul 2025 (1y) | ||
| Peter Gillin Gayhardt | Registered representative | Nov 2025 (1y) | ||
| Nakul Gupta | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Moment Technology Inc. | Sole Member | Jan 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SWEEP PROGRAM REVENUE FROM APEX
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Security ratings or pricing services
Custody
Reported custodians
- Apex Clearing $56.3M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗