Mostt Inc.

RIASEC RegisteredEst. 2024
Total AUM
$254K
Discretionary
$254K
100% of AUM
Avg account
$206
Accounts
1,230
Employees
4
Advisory reps
2

Firm details

Headquarters
Sherman Oaks, California
CRD number
332063
Registered since
July 25, 2024
Website
mostt.co
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mostt Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is registered with the SEC (2024) and focuses on portfolio management for individuals and small businesses. Its client base is described as individuals and families, and it charges fixed fees rather than asset-based or performance fees. The firm does not identify as an ESG investor, does not function as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Business activity is narrowly framed around discretionary portfolio management for smaller private clients, suggesting a boutique operating model with a compact service offering rather than institutional or family-office breadth.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Ksenia Yudina

    Ksenia Yudina

    COO & CCOCRD 5558318

  • Dmitrii Kalichkin

    CEO & Co-FounderCRD 7943527

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sherman Oaks, CA

Los Angeles

Location

Sherman Oaks, CA

Headquartered in Sherman Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
14140 Ventura Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth