Moseley Investment Management, Inc.
Moseley Investment Management, Inc. is an SEC-registered wealth manager in Bradention, FL with $456.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Moseley Investment Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124152, SEC 801-107305, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $456.8M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Bradention, FL
- Employees
- 7
- Clients
- 364
- CRD
- 124152
- Ownership
- MOSELEY, SUSAN, SHEPARD; Villalobos, DINA, L; MOSELEY, RYAN, THOMAS
How much AUM does Moseley Investment Management, Inc. have?
Moseley Investment Management, Inc. reported $456.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Moseley Investment Management, Inc.?
Disclosed owners and executives of Moseley Investment Management, Inc. include MOSELEY, SUSAN, SHEPARD, Villalobos, DINA, L, MOSELEY, RYAN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.