|
⚲
|
| Keyboard |
| MOS Capital Inc
✚
|
|
|---|---|
| CRD # | 109612 |
| SEC # | 801-108978 |
| CIK # | |
| AUM | 230.0 M (2026-03-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 757-222-3710 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 17.5 |
| (b) Individuals (high net worth individuals) | 58 | 212.2 |
| (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 | 0 | 0.0 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 230.0 |
| By Discretionary | ||
| Discretionary | 322 | 228.4 |
| Non-Discretionary | 20 | 1.7 |
| Total | 342 | 230.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.0 | |
| Total | 342 | 230.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Amplify Financial LLC
✚
|
AZ | 230.7 M |
|
Forest Asset Management LLC
✚
|
IL | 230.7 M |
|
Seventwo LLC
✚
|
CO | 230.4 M |
|
Austerra Wealth Management LLC
✚
|
TX | 230.3 M |
|
Aljen Asset Management LLC
✚
|
NJ | 230.2 M |
|
Scratch Capital LLC
✚
|
ID | 230.1 M |
|
Granite Islands Private Wealth LLC
✚
|
CT | 229.9 M |
|
Lionshead Wealth Management LLC
✚
|
NY | 229.8 M |
|
WLTH Capital Management LLC
✚
|
AZ | 229.8 M |
|
Otter Creek Advisors LLC
✚
|
229.7 M |