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MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
CRD 123322File 801-101544
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$398.4M
Below cohort median (national)
Discretionary AUM
$386.9M
Non-discretionary $11.5M
Clients
176
715 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 31, 2015
- Principal office
- 940 CENTURY DRIVE, SUITE B, MECHANICSBURG, PA, 17055-4376
- Phone
- 717-790-9001
- Website
- HTTP://INVESTWITHMOSAIC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $398.4M
- Discretionary AUM
- $386.9M
- Non-discretionary AUM
- $11.5M
- Discretionary accounts
- 703
- Non-discretionary accounts
- 12
- Total accounts
- 715
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.8M |
| High net worth individuals | 87 | $351.7M |
| Individuals (other than high net worth individuals) | 88 | $42.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.