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| Keyboard |
| Mighty Oak Strong America Investment Company
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|---|---|
| CRD # | 123322 |
| SEC # | 801-101544 |
| CIK # | |
| AUM | 398.4 M (2026-03-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 88 | 42.9 |
| (b) Individuals (high net worth individuals) | 87 | 351.7 |
| (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 | 3.8 |
| (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 | 715 | 398.4 |
| By Discretionary | ||
| Discretionary | 703 | 386.9 |
| Non-Discretionary | 12 | 11.5 |
| Total | 715 | 398.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.4 | |
| Total | 715 | 398.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pioneer Wealth Management Group Inc
✚
|
TX | 399.2 M |
|
Waterford Advisors LLC
✚
|
NY | 399.1 M |
|
Stonecrest Advisors Inc
✚
|
TX | 398.8 M |
|
Bankoh Investment Services Inc
✚
|
HI | 398.5 M |
|
Prometheus Capital Management Corp
✚
|
PA | 397.8 M |
|
Perennial Advisors Group LLC
✚
|
MA | 397.4 M |
|
IAMS Wealth Management LLC
✚
|
NE | 397.2 M |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 397.2 M |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 397.1 M |
|
Centennial Wealth Advisory LLC
✚
|
MI | 397.1 M |