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MOS CAPITAL, INC.
MOS CAPITAL, INC
CRD 109612 · SEC 801-108978
CA, United States
Phone
757-222-3710
Fax
757-222-3720
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.0M
Discretionary AUM
$228.4M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $17.5M |
| High net worth individuals | 58 | $212.2M |
States served
CA, GA, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD