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| Happy Holidays!! thanks for using AUM13F!! |
| Mighty Oak Strong America Investment Company
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| CRD # | 123322 |
| SEC # | 801-101544 |
| CIK # | |
| AUM | $340.4 M (2025-04-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 717-790-9001 |
| Address | 940 Century Drive Mechanicsburg, PA 17055-4376 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 49.1 |
| (b) Individuals (high net worth individuals) | 75 | 288.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 340.4 |
| By Discretionary | ||
| Discretionary | 689 | 329.8 |
| Non-Discretionary | 12 | 10.6 |
| Total | 701 | 340.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.4 | |
| Total | 701 | 340.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 0.3 |
|
Farringdon Asset Management PTE Ltd
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|
0.3 | |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 0.3 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.3 |
|
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Rubicon Advisors GP
✚
|
CA | 0.3 |
|
Bernardi Asset Management LLC
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|
IL | 0.3 |
|
Colonial River Investments LLC
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|
VA | 0.3 |