Moseley Investment Management, Inc.
Firm details
- Headquarters
- Bradenton, Florida
- CRD number
- 124152
- Registered since
- March 7, 2016
- Website
- www.moseleyinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI73.15%
- Individuals23.42%
- Pension & Profit Sharing Plans2.08%
- Corporations / Businesses1.35%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Moseley Investment Management, Inc. is an independent, SEC-registered advisory corporation that acts as both a portfolio manager for individuals and small businesses and as a capital allocator that selects outside managers. The firm serves individual, family and institutional clients and charges clients on a percentage-of-assets basis as well as by hourly fees. Moseley does not describe itself as an active ESG investor and is not identified as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 4
Dina Villalobos
Operations ManagerCRD 2008891
Susan Moseley
Managing PrincipalCRD 871967
Ryan Moseley
Vice PresidentCRD 5160880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$119M in ETFs
80%
$95.1M
9%
$23.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG) | BlackRock | Passive | Target Maturity | $19.3M | 842,161 | 16.24% |
Location
Bradenton, FL
Manatee
Location
Bradenton, FL
Headquartered in Bradenton, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 1724 Manatee Ave W
- Time zone
- ET (UTC-5)
- Office locations
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