Momentum Advisors, Llc
- Regulatory AUM
- $415M
- Discretionary
- $413M
- Clients
- 370
- Avg AUM / client
- $1.1M
- Accounts
- 370
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 220 | $94.4M | 22.8% |
| High net worth individuals | 134 | $257M | 62.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $6.6M | 1.6% |
| Charitable organizations | 12 | $54.5M | 13.1% |
| Other | 3 | $2.1M | 0.52% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $6.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Franklin Morgan Fund 1 Llc | Private Equity Fund | Delaware | $6.2M | 49 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boomer, Allan, J | Partner | Apr 2013 (13y) | ≈ 18.75% – 50% via The Momentum Group Inc. | |
| Kyle James Pitts | Investment Advisor Representative And Member (Partner) | Mar 2023 (3y) | Less than 5% | |
| William Henry Platt | Managing Partner And Chief Compliance Officer | CFP | Mar 2023 (3y) | 25% – 50% |
| Jason Mahabirsingh | Registered representative | Apr 2026 (0y) | ||
| Andrea P Gray | Registered representative | Apr 2026 (0y) | ||
| Baron L Hilliard | Registered representative | Apr 2026 (0y) | ||
| Tyler C Holley | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Momentum Group Inc. | Managing Member, Parent Entity | Apr 2013 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Boomer, Allan, J: 25% – 50% of The Momentum Group Inc. × 75% – 100% 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.
Private funds (1, $6.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Franklin Morgan Fund 1 Llc | Private Equity Fund | $6.2M | $25.0K | 49 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $378M (91% of AUM) Jul 2026
- J.P. Morgan $1.2M (0% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 17, 2026.
View current Form ADV (SEC/IAPD) ↗