Raab & Moskowitz Asset Management provides financial planning, portfolio management for individuals and small businesses, and retirement plan services. Financial planning was provided to 51–100 clients last fiscal year.
Raab & Moskowitz Asset Management reports 424 clients. They include 378 high-net-worth individuals and 46 individual clients. Of its assets, 100.0% ($643M across 622 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | 11% |
| High-net-worth individuals | 89% | 89% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 46 | $69.9M | 10.9% | $1.52M |
| High-net-worth individuals | 378 | $573M | 89.1% | $1.51M |
| Charitable organizations | Fewer than 5 | $305K | 0.0% | — |
| Total | 424 | $643M | 100% | — |
- Clients
- 46
- Regulatory AUM
- $69.9M
- AUM share
- 10.9%
- Avg. per client
- $1.52M
- Clients
- 378
- Regulatory AUM
- $573M
- AUM share
- 89.1%
- Avg. per client
- $1.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $305K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 424
- Regulatory AUM
- $643M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Raab & Moskowitz Asset Management charges 0.60%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $500,000.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.00% |
| $2.5M and above | 0.60% |
Fee details and sources
Daniel Moskowitz owns 75% or more of Raab & Moskowitz Asset Management. The leadership team of Raab & Moskowitz Asset Management includes Chief Compliance Officer Daniel Moskowitz. It has 6 employees, 4 of them in advisory roles.
Leadership
- Daniel MoskowitzManager/Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Raab & Moskowitz Asset Management LLC
Daniel Moskowitz
Control person · since January 2011
- Owns 25% to 50% of Raab & Moskowitz Asset Management LLC
Donna D. Raab Revocable Trust
since October 2016
Donna Raab
Trustee · Control person · since October 2016
Raab & Moskowitz Asset Management’s regulatory assets grew 1.7× from $385M (March 2021) to $643M (March 2026); clients rose from 345 to 424 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $643M | 424 | 6 | 1 |
| July 2025 | $601M | 397 | 6 | 1 |
| February 2024 | $506M | 351 | 5 | 1 |
| March 2023 | $411M | 315 | 5 | 1 |
| April 2022 | $441M | 348 | 5 | 1 |
| March 2021 | $385M | 345 | 5 | 1 |
Besides its headquarters, Raab & Moskowitz Asset Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 10 Townsquare, Suite 100, ChathamHQ
Contact and registration details
- Legal name
- Raab & Moskowitz Asset Management LLC
- Headquarters
- 10 Townsquare, Suite 100, Chatham, NJ 07928
- Website
- chathamwealth.com
- Phone
- 973-635-4275
- @chatham-wealth-management
- SEC file
- 801-58135
- Founded
- 2000
- Structure
- New Jersey LLC
- Fiscal year end
- December
Raab & Moskowitz Asset Management uses Charles Schwab ($643M) as custodian for its separately managed accounts. Raab & Moskowitz Asset Management has custody of $88.9M in client assets for 82 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $643M100%
At year end, Raab & Moskowitz Asset Management’s separately managed accounts were largely in stocks (42%) and funds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $497M across 198 positions; the largest are Vanguard Index Fds (5.2%), Apple Inc. (4.6%) and Vanguard World FD (4.0%).
What the accounts hold
- Stocks42%
- Funds42%
- Bonds10%
- State and local bonds4%
- Investment grade corporate bonds4%
- U.S. government and agency bonds2%
- Cash6%
Reported 13F holdings
- $497M
- Reported 13F value
- 198
- Positions
- 32.8%
- In the 10 largest
- +10.6%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt5.2%
- Apple Inc.4.6%
- Vanguard World FD · Mega Grwth Ind4.0%
- Quanta Svcs Inc.3.0%
- Vanguard Whitehall Fds · High Div Yld3.0%
- TJX Cos Inc. New2.8%
- iShares TR · Select Divid ETF2.6%
- Costco Wholesale Corporation2.6%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.5%
- Berkshire Hathaway Inc. Del · CL B New2.5%
Together, the ten largest are 32.8% of reported value.
How many clients does Raab & Moskowitz Asset Management have?
Raab & Moskowitz Asset Management has 424 clients and manages $643 million for them, as of March 2026. They include 378 high-net-worth individuals and 46 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Raab & Moskowitz Asset Management offer?
Raab & Moskowitz Asset Management provides financial planning, portfolio management for individuals and small businesses, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Raab & Moskowitz Asset Management charge?
Raab & Moskowitz Asset Management charges 0.60%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $500,000.
Source: CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE, filed 25 March 2026
Which custodians does Raab & Moskowitz Asset Management use?
Raab & Moskowitz Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $643M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Raab & Moskowitz Asset Management have?
Raab & Moskowitz Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Raab & Moskowitz Asset Management invest in?
At the end of its last fiscal year, Raab & Moskowitz Asset Management’s separately managed accounts held 42% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% state and local bonds, 4% investment grade corporate bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Raab & Moskowitz Asset Management have a minimum investment?
Yes, Raab & Moskowitz Asset Management’s minimum account size for its Portfolio Management is $500K.
Source: CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE, filed 25 March 2026
Who owns Raab & Moskowitz Asset Management?
Raab & Moskowitz Asset Management’s direct owners are Daniel Moskowitz (75% or more) and Donna D. Raab Revocable Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Raab & Moskowitz Asset Management get paid?
Raab & Moskowitz Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Raab & Moskowitz Asset Management registered with the SEC?
Yes, Raab & Moskowitz Asset Management has been registered with the SEC as an investment adviser since 5 December 2000. Its CRD number is 111987 and its SEC file number is 801-58135.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Raab & Moskowitz Asset Management?
Raab & Moskowitz Asset Management’s main office is at 10 Townsquare, Suite 100, Chatham, NJ 07928. Its phone number is 973-635-4275. Its website is chathamwealth.com.