Moseley Investment Management, Inc.
● SEC registered since 2016CRD 124152SEC# 801-107305Bradention, FL
Reg. AUM
$456.8M
Employees
7
Accounts
935
Location
Bradention, FL
Moseley Investment Management, Inc. assets under management
Moseley Investment Management, Inc. is an SEC-registered investment adviser based in Bradention, FL. The firm has been registered since 2016. It reports $456.8 million in regulatory assets under management and employs 7 people.
Moseley Investment Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dina L Villalobos | Cco | Under 5% | 2016 |
| Ryan Thomas Moseley | Vice President | 10-25% | 2018 |
| Susan Shepard Moseley Control | President | Over 75% | 1993 |
Frequently asked questions
How much does Moseley Investment Management, Inc. manage?
Moseley Investment Management, Inc. reports $456.8 million in regulatory assets under management on its Form ADV.
How many employees does Moseley Investment Management, Inc. have?
Moseley Investment Management, Inc. reports 7 employees.
Where is Moseley Investment Management, Inc. located?
Moseley Investment Management, Inc. is based in Bradention, FL and has been SEC-registered since 2016.
Does Moseley Investment Management, Inc. disclose fund performance?
Moseley Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1724 Manatee Avenue W, Bradention, FL 34205 |
| Phone | 941-745-2799 |
| Fax | 9417461424 |
| Office hours | 8:30a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$456.8M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$456.8Mregulatory AUM
Discretionary $447.6MNon-discretionary $9.2M