MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

RIASEC RegisteredEst. 2015

Total AUM

$398M

Discretionary

$387M

97% of AUM

Avg account

$557K

Accounts

715

Employees

Advisory reps

Firm details

Headquarters: MECHANICSBURG, Pennsylvania
CRD number: 123322
Registered since: July 31, 2015
Website: investwithmosaic.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI88.29%
Individuals10.76%
Charitable Organizations0.95%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mighty Oak Strong America Investment Company is an independent registered investment adviser operating as an owner-managed corporation that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm focuses on traditional wealth-management services—comprehensive financial planning, portfolio management for individuals and small businesses—and also offers selection of other advisers when clients require specialist or alternative exposure. Its fee model combines a percentage-of-AUM charge with hourly consulting fees. Investment activity centers on pooled public funds and third-party managed strategies alongside direct allocations to private-market managers. The firm is not positioned as an ESG investor. It maintains industry relationships with accounting professionals and, in 2020, was recognized by FA Magazine on its Top RIA Firms list.