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| Moseley Investment Management Inc
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|---|---|
| CRD # | 124152 |
| SEC # | 801-107305 |
| CIK # | 0000906396 |
| AUM | 456.8 M (2026-03-17) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 941-745-2799 |
| Address | 1724 Manatee Avenue W Bradention, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.5 | ||
| Alphabet Inc | 12.4 | ||
| Nvidia Corp | 10.1 | ||
| Broadcom Inc | 9.9 | ||
| Amazon Com Inc | 9.9 | ||
| Eaton Corp Ltd | 8.6 | ||
| Microsoft Corp | 8.4 | ||
| Tesla Motors Inc | 7.6 | ||
| J P Morgan Chase & Co | 5.4 | ||
| FPL Group Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 107.0 |
| (b) Individuals (high net worth individuals) | 113 | 334.2 |
| (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 | 9.5 |
| (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 | 5 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 935 | 456.8 |
| By Discretionary | ||
| Discretionary | 934 | 447.6 |
| Non-Discretionary | 1 | 9.2 |
| Total | 935 | 456.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 456.6 | |
| Total | 935 | 456.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000906396] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pursuit Wealth Management LLC
✚
|
NC | 457.5 M |
|
Birch Run Investments LLC
✚
|
PA | 457.5 M |
|
Global Wealth Strategies and Associates LLC
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|
CO | 457.0 M |
|
Smith Financial Investment Advisors Inc
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|
IN | 456.9 M |
|
Wealth Advisors of Tampa Bay LLC
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|
FL | 456.8 M |
|
Lucas Group Financial Planners Inc
✚
|
CA | 456.5 M |
|
AGH Wealth Advisors LLC
✚
|
KS | 456.3 M |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 456.2 M |
|
Florida Financial Advisors LLC
✚
|
FL | 456.1 M |
|
LGT Financial Advisors LLC
✚
|
TX | 456.1 M |