Victor Moy
MOY Investment Management · Cincinnati, Ohio
Victor Moy is a fee-only financial advisor at MOY Investment Management in Cincinnati, Ohio, who holds the CFA credential. MOY Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | MOY Investment Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $81.4M across 91 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 3101498 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Victor's firm compares
- MOY Investment Management's average account is about $894,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Victor
Is Victor Moy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and MOY Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor's firm, MOY Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Victor Moy based?
Victor Moy is based in Cincinnati, Ohio.
What credentials does Victor Moy hold?
Victor Moy holds the CFA credential.
Is Victor Moy registered with the SEC?
Yes. Victor Moy is registered as an investment adviser representative in OH (CRD 3101498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MOY Investment Management manage?
MOY Investment Management reports $81.4M across 91 accounts in assets under management.
How do I contact Victor Moy?
Contact details aren't on file yet. Search for MOY Investment 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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