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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 173 | 176 | increased by3 |
| Apr 1, 2026 | AUM | $340,449,686 | $398,367,653 | increased by$57,917,967 |
| Apr 1, 2026 | Accounts | 701 | 715 | increased by14 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 155 | 173 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $302,538,198 | $340,449,686 | increased by$37,911,488 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 588 | 701 | increased by113 |
| Apr 1, 2022 | Clients | 156 | 155 | decreased by1 |
| Feb 1, 2022 | Clients | 158 | 156 | decreased by2 |
| Feb 1, 2022 | AUM | $281,354,950 | $302,538,198 | increased by$21,183,248 |
| Feb 1, 2022 | Accounts | 605 | 588 | decreased by17 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MIGHTY OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MIGHTY OAK” may also match similarly-named firms). Confirm identity against each filing.
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.