Moss, Luse & Womble, Llc
- Regulatory AUM
- $803M
- Discretionary
- $803M
- Clients
- 874
- Avg AUM / client
- $919K
- Accounts
- 874
- Employees
- 42
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 365 | $137M | 17.1% |
| High net worth individuals | 110 | $316M | 39.3% |
| Pension and profit sharing plans | 399 | $351M | 43.7% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Stanton Luse | Member | Mar 2010 (16y) | ≈ 18.75% – 50% via Luse Mlw, Llc | |
| Jeffrey Matthew Moss | Member | CFP | Mar 2010 (16y) | 75% or more of Moss Mlw, Llc (indirect) |
| Michael Avery Womble | Member | CFP | Mar 2010 (16y) | ≈ 18.75% – 50% via Womble Mlw, Llc |
| Matthew Earl Bryan | Registered representative | Jan 2012 (15y) | ||
| Miles Norton Kellum | Registered representative | CFP | Jan 2014 (13y) | |
| Travis Graham Ferguson | Registered representative | Mar 2014 (12y) | ||
| Jackson Grant Mc Daniel | Registered representative | Aug 2016 (10y) | ||
| Caitlin Gwen Brown | Registered representative | Jan 2017 (10y) | ||
| Dustin Wess Nunley | Registered representative | CFP | Jul 2017 (9y) | |
| Jason William Kobza | Registered representative | CFA | May 2020 (6y) | |
| Grayson Stephen Hatfield | Registered representative | CFP | Nov 2020 (6y) | |
| Ian Asher Evans | Registered representative | CFP | Feb 2022 (4y) | |
| Alexander Robert Wagner | Registered representative | CFP | Jan 2023 (4y) | |
| Cody Caldwell | Registered representative | CFP | Jan 2023 (4y) | |
| Clark Douglas Buchanan | Registered representative | Sep 2023 (3y) | ||
| Cameron Michael Teel | Registered representative | CFP | Oct 2023 (3y) | |
| Morgan Colleen Jennings Luck | Registered representative | Dec 2023 (3y) | ||
| Joshua Davis | Registered representative | Jul 2024 (2y) | ||
| Kara Wilson | Registered representative | Sep 2025 (1y) | ||
| Trevor John Freeman | Registered representative | CFP | Dec 2025 (1y) | |
| Szilvia Nador | Registered representative | Feb 2026 (0y) | ||
| Kyle Michael Summerville | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Luse Mlw, Llc | Member | Jan 2013 | A | 25% – 50% |
| Womble Mlw, Llc | Member | Jan 2013 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason Stanton Luse: 75% – 100% of Luse Mlw, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Michael Avery Womble: 75% – 100% of Womble Mlw, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/24/2026 | 904 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $795M (99% of AUM) Mar 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗