Overview
Assets Under Management: $209 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Frequently Asked Questions
MOS CAPITAL, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109612), MOS CAPITAL, INC is subject to fiduciary duty under federal law.
MOS CAPITAL, INC is headquartered in PONTE VEDRA BEACH, FL.
MOS CAPITAL, INC serves 51 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, MOS CAPITAL, INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MOS CAPITAL, INC manages $209 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, MOS CAPITAL, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 339
Discretionary Accounts: 318
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 109612
Last Filing Date: 2025-02-06 00:00:00
Website: https://moscapital.com