Mosaic Advisors LLC
● SEC registered since 2015CRD 164913SEC# 801-99369Houston, TX
Reg. AUM
$580.5M
Employees
27
Accounts
275
Location
Houston, TX
Mosaic Advisors LLC assets under management
Mosaic Advisors LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2015. It reports $580.5 million in regulatory assets under management and employs 27 people.
Mosaic Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Ross Henry Control | Partner | Under 5% | 2012 |
| Carey Stuart Kesner Control | Partner And Chief Compliance Officer | Under 5% | 2012 |
| Mosaic Wealth Partners, LLC Control | Managing Member | Over 75% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Mosaic Advisors LLC manage?
Mosaic Advisors LLC reports $580.5 million in regulatory assets under management on its Form ADV.
How many employees does Mosaic Advisors LLC have?
Mosaic Advisors LLC reports 27 employees.
Where is Mosaic Advisors LLC located?
Mosaic Advisors LLC is based in Houston, TX and has been SEC-registered since 2015.
Does Mosaic Advisors LLC disclose fund performance?
Mosaic Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3773 Richmond Avenue, Suite 700, Houston, TX 77046 |
| Phone | 713-980-4100 |
| Fax | 713-574-3151 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1808523 |
| Discloses disciplinary history | No |
Regulatory AUM
$580.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$580.5Mregulatory AUM
Discretionary $570.9MNon-discretionary $9.6M