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MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152File 801-107305
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$456.8M
Above cohort median (national)
Discretionary AUM
$447.6M
Non-discretionary $9.2M
Clients
364
935 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 7, 2016
- Principal office
- 1724 MANATEE AVENUE W, BRADENTION, FL, 34205
- Phone
- 941-745-2799
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $456.8M
- Discretionary AUM
- $447.6M
- Non-discretionary AUM
- $9.2M
- Discretionary accounts
- 934
- Non-discretionary accounts
- 1
- Total accounts
- 935
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.2M |
| High net worth individuals | 113 | $334.2M |
| Pension and profit sharing plans | Fewer than 5 | $9.5M |
| Individuals (other than high net worth individuals) | 246 | $107.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.