Mighty Oak Strong America Investment Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$394,572,207
Clients
175
Advisors
4
of 5 employees
About
Mighty Oak Strong America Investment Company (MOSAIC) serves individual clients—including high‑net‑worth and non‑HNW investors—as well as pension plans, trusts, estates, and other entities; as of December 31, 2025 it reported about $398.4 million in assets under management across roughly 175 client accounts and three advisers. The firm provides discretionary portfolio management, ongoing financial planning (and limited‑scope planning engagements), and may engage unaffiliated sub‑advisers to manage all or part of client accounts.
MOSAIC constructs individualized portfolios based on a client risk‑tolerance questionnaire and an investment policy statement, using fundamental analysis and a mix of active and passive strategies, primarily no‑load mutual funds and ETFs, while retaining the ability to employ short sales, margin, and option strategies in certain accounts. The firm also highlights access to institutional asset‑class funds not generally available to retail investors and may recommend a REIT focused on senior floating‑rate commercial real estate loans when it deems that appropriate for a client’s objectives.
A distinctive feature of MOSAIC is its affiliation with DeMuth & Kaufman Professional Management Consultants, a related certified public accounting firm; MOSAIC arranges tax return preparation through that firm for clients with more than $500,000 under management (reimbursing the CPA for those services), a service arrangement that is uncommon among similar advisers. The brochure also discloses a prior Offer of Settlement accepted by the SEC and a Cease‑and‑Desist Order related to a failure to timely file a required regulatory filing, and MOSAIC notes that clients retain the choice to engage the affiliated CPA and that it receives no direct compensation from DeMuth & Kaufman.
Client services
Expertise
Fee options
$0 - $4 million: 1.00% annually $4 million - $10 million: 0.95% annually $10 million - $25 million: 0.75% annually $25 million+: Negotiable
Hourly fees for Limited-Scope Financial Planning range from $215 to $475 per hour.
Account minimum: $250,000 Fee-only: Fees based on percentage of assets under management; no commissions accepted.
Main office
940 Century Drive, Suite B
Mechanicsburg PA 17055-4376
Advisors at this office
4
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Drew D
CFA®
Mechanicsburg, PA
Mighty Oak Strong America Investment Company
Drew Demuth is a CFA® charterholder currently with Mighty Oak Strong America Investment Company, where he has worked since 2026. He has prior experience with Heritage Development Org from 2014 to 2025 and spent a year self-employed before joining his current firm. Mighty Oak Strong America Investment Company serves individual clients, pension plans, trusts, and estates, managing approximately $398 million in assets. The firm uses a combination of active and passive investment strategies tailored to clients’ risk tolerance and provides discretionary portfolio management and financial planning, with access to institutional asset-class funds and related tax preparation services through an affiliated CPA firm.
John H
CFP®, Series 65, Series 66
Mechanicsburg, PA
Mighty Oak Strong America Investment Company
John Harris is a financial advisor with Mighty Oak Strong America Investment Company, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Mighty Oak Strong America Investment Company, he worked at Carr & Associates for 16 years. He also performs tax preparation services for an affiliated CPA firm, DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment supervisory services, portfolio management, and financial planning. The firm’s investment approach includes fundamental analysis with an emphasis on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and provides clients access to institutional asset-class funds and tax-preparation services through its CPA affiliation.
Donald D
CFA®, PFS™
Mechanicsburg, PA
Mighty Oak Strong America Investment Company
Donald Demuth is a CFA® and PFS™ credentialed advisor with 26 years of industry experience. He has been with Mighty Oak Strong America Investment Company since 2003 and is also a partner at DeMuth & Kaufman Professional Management Consultants, a firm he has been affiliated with since 1976. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis with a focus on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and offers clients access to institutional asset-class funds and coordinated tax-preparation services through its affiliation with DeMuth & Kaufman.
Glenn M
Series 66
Mechanicsburg, PA
Mighty Oak Strong America Investment Company
Glenn McKenzie is a financial advisor with Mighty Oak Strong America Investment Company, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Oakmont Capital Management and operating his own advisory practice. Outside of advisory work, he serves as a management consultant for DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, offering discretionary investment management and financial planning. The firm employs fundamental analysis with a focus on long-term positions in mutual funds and ETFs, while also utilizing active strategies and access to institutional asset-class funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")