MOS Capital, Inc.

Overview

MOS Capital, Inc. is an independent registered investment adviser that serves predominantly individual and family clients through fee-based financial planning and portfolio management. The firm favors an equity-oriented approach: exchange-traded equities make up the single largest sleeve of client assets and the firm expresses a clear preference for equities in client portfolios. MOS Capital typically manages assets on a discretionary basis, delivering customized portfolios (including separately managed accounts) rather than acting as a broad capital allocator or multi-manager platform. Service lines are straightforward — ongoing financial planning paired with portfolio management for individuals, small businesses, and some institutional or business clients. MOS Capital charges based on a percentage of assets under management and also offers hourly billing for certain planning or advisory engagements. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

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Location & Offices