David
Moenning

Eastsound Capital Advisors, LLC

CRD#1023866
Investment Advisor
in Arvada, CO

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About this Advisor

David Moenning is a financial advisor based in Arvada, Colorado, working with Eastsound Capital Advisors, LLC. David has previously held positions at Heritage Capital Management, Ridge Publishing, Heritage Capital Advisors, Concert Wealth Management, Inc, Sowell Management Services, Heritage Capital LLC, Eastsound Capital Advisors, and Heritage Capital Advisors. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, David is part of Eastsound Capital Advisors, LLC, which operates out of Arvada, Colorado. The firm has 3 offices and 6 employees. The firm manages assets totaling $152.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eastsound Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

Arvada, CO

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Eastsound Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$152,190,000

Total Number of Employees

6

Total Number of Accounts

401

Average Account Size

$379,526

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Moenning Work History

2020 - Present (4 years)

Heritge Capital Advisors

2019 - Present (5 years)

Eastsound Capital Advisors

2018 - 2020 (2 years)

Heritage Capital LLC

2015 - 2017 (2 years)

Sowell Management Services

2014 - 2015 (1 year)

Concert Wealth Management, Inc

2013 - 2015 (2 years)

Heritage Capital Advisors

2005 - 2022 (17 years)

Ridge Publishing

1991 - 2015 (24 years)

Heritage Capital Management

Disclosures

Please visit the SEC profile of David Moenning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eastsound Capital Advisors, LLC

Gregory Syler
San Francisco, CA
Niels Mcevoy
Morgan Hill, CA
Mark Taylan
Morgan Hill, CA
Jeffrey Pietsch
Eastsound, WA
James Mcevoy
Morgan Hill, CA
Robert Hanna
Medfield, MA
Clifton Hume
Eastsound, WA
David Moenning
Arvada, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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