MOSTT INC.

RIASEC RegisteredEst. 2024
Total AUM
$254K
Discretionary
$254K
100% of AUM
Avg account
$206
Accounts
1,230
Employees
4
Advisory reps
2

Firm details

Headquarters
SHERMAN OAKS, California
CRD number
332063
Registered since
July 25, 2024
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mostt Inc. is a small corporate registered investment adviser that provides portfolio management for individuals and small businesses. The firm uses a fixed-fee pricing model rather than asset-based fees and does not position itself as an ESG-active or multi-state adviser. Client focus is retail—individuals and families—managed under discretionary mandates. Investment activity is concentrated in publicly traded equities, with an emphasis on exchange-traded securities as the primary vehicle for implementing client strategies. The adviser appears set up to serve a large number of very small accounts rather than a concentrated high-net-worth client base. Given the fixed fees and equity preference, Mostt Inc. likely targets straightforward equity allocations and cost-efficient ETF exposure alongside select third-party alternatives for clients who require them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • KSENIA YUDINA

    COO & CCOCRD 5558318

  • Dmitrii Kalichkin

    CEO & Co-FounderCRD 7943527

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SHERMAN OAKS, CA

LOS ANGELES

Location

SHERMAN OAKS, CA

Headquartered in SHERMAN OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
14140 Ventura Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth