Investment adviser · CRD 12963
MONEY CONCEPTS ADVISORY SERVICE
Investment adviser filing (IA)
MONEY CONCEPTS CAPITAL CORP
PALM BEACH GARDENS, FL, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $4.07B Form ADV · Item 5.F
- Client accounts
- 17,032 Accounts, not individual clients
- Employees
- 478 Reported in this filing
- Advisory professionals
- 375 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 16,296 | $3,004,032,543 | 73.8% |
| High-net-worth individuals | 511 | $993,464,841 | 24.4% |
| Retirement plans | 143 | $37,412,319 | 0.9% |
| Corporations & businesses | 51 | $24,087,155 | 0.6% |
| Charities | 31 | $8,997,584 | 0.2% |
Filing source
Form ADV 2074028 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11440 JOG ROADPALM BEACH GARDENS, FL, 33418, United States
CRD 12963
Filing source
Form ADV 2074028 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.