David Moore
Gien Capital Management · Alpharetta, Georgia
David Moore is a fee-only financial advisor at Gien Capital Management in Alpharetta, Georgia, who holds the CFP credential. Gien Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Gien Capital Management |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.8M across 27 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6270157 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Gien Capital Management's average account is about $474,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about David
Is David Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Gien Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Gien Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Moore based?
David Moore is based in Alpharetta, Georgia.
What credentials does David Moore hold?
David Moore holds the CFP credential.
Is David Moore registered with the SEC?
Yes. David Moore is registered as an investment adviser representative in GA (CRD 6270157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gien Capital Management manage?
Gien Capital Management reports $12.8M across 27 accounts in assets under management.
How do I contact David Moore?
Contact details aren't on file yet. Search for Gien Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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