Moffatt Financial Strategies

CRD 335975 · Fort Worth, TX · $117.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 335975
SEC number: 801-135389
Firm type: RIA
Assets under management: $117.1M as of Mar 23, 2026
Website: www.facebook.com/moffattfinancial ↗
Phone: 682-747-0134
Address: 425 Houston Street, Fort Worth, TX, 76102

Advisors at this firm

3 in our index · page 1 of 1

Nathan Thomas JohnsonCRD 6937298 · Fort Worth, TX

IA RegisteredRegistration inactive
Derek Jefferson MoffattCRD 4911240 · Fort Worth, TX

IA RegisteredRegistration inactive
Bonnie Jean MoseleyCRD 3005074 · Fort Worth, TX

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 335975 ↗ FINRA BrokerCheck record for firm CRD 335975 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.