A complete list of active advisors currently associated with Mighty Oak Strong America Investment Company

Warmer can help you find a great advisor at Mighty Oak Strong America Investment Company or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mighty Oak Strong America Investment Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.