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Robert Joseph Moore

Investment adviser representative at Institutional Capital Management, Inc.
29 yearsExperience
1 stateRegistered in
$605MFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

29 years in the industry.

  1. Institutional Capital Management, Inc.Oct 1997 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (CO).

Institutional Capital Management, Inc.

$605MAssets managed
10Clients
1Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1624201
Firm CRD
108986
Advisor's SEC record (opens in a new tab)
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