Moseley Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$441,141,749
Clients
359
Advisors
4
across 2 offices
About
Moseley Investment Management, Inc. provides comprehensive financial planning, consulting, and portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, estates, corporations, and charitable organizations. The firm manages accounts on both a discretionary and non‑discretionary basis and oversees roughly $457 million in regulatory assets across a client base of about 359 households.
The firm’s investment process relies on fundamental analysis to build portfolios of individual securities, ETFs, mutual funds, and bonds, with a focus on long‑term positions and periodic rebalancing. Moseley also uses derivatives in managed accounts — principally selling cash‑secured puts and covered calls on large U.S. companies to generate income — and may engage third‑party managers and block trading to implement strategies.
Operationally, the firm offers held‑away account reporting through ByAllAccounts and an integrated client portal (the Moseley Virtual Platform) to aggregate and monitor client assets, and provides an estate and inheritance planning option that includes a one‑to‑two hour meeting with an estate attorney. The brochure discloses a customer dispute from November 2021 to May 2022 alleging failure to diversify a concentration position and lack of downside protection.
Client services
Expertise
Fee options
$0 - : No upper limit: 0.75% to 1.295% annually (stock portfolio, tier or size-based varies by account) $0 - : No upper limit: 0.5% annually (fixed income portfolio)
$350 per hour for financial consulting services, negotiable based on complexity and service level
Fee-only: Portfolio management fees based on assets under management, no commissions charged by firm.
Main office
See office1724 Manatee Avenue W
Bradention FL 34205
Advisors at this office
3
Offices (2)
Most active in
Colorado · Florida · Louisiana · North Carolina · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dina V
Series 66
Bradention, FL
Moseley Investment Management, Inc.
Dina Villalobos is a financial advisor with Moseley Investment Management, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her tenure includes working at LPL Financial LLC since 2026 and at Moseley Investment Management since 2007. Moseley Investment Management provides comprehensive financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis to construct portfolios with individual securities, ETFs, mutual funds, and bonds, focusing on long-term positions and periodic rebalancing.
Ryan M
CFA®, Series 65
Bradention, FL
Moseley Investment Management, Inc.
Ryan Moseley is a financial advisor at Moseley Investment Management, Inc. with 12 years of industry experience. He holds the CFA® designation and Series 65 license. His career includes over a decade with Moseley Investment Management and a year at LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs fundamental analysis to build long-term portfolios and uses derivatives strategies to generate income, managing approximately $457 million in assets.
Laurie T
CFP®, Series 65
Evergreen, CO
Moseley Investment Management, Inc.
Laurie Tinnell is a CFP® and Series 65-licensed financial advisor with Moseley Investment Management, Inc. She has 10 years of industry experience, including roles at Moseley Investment Management and LPL Financial LLC. Prior to her financial services career, she worked at Bradenton Country Club for 12 years. Laurie is also a General Partner of a family-managed investment partnership and serves as a trustee managing a family estate’s stock portfolio. Moseley Investment Management provides financial planning, consulting, and portfolio management to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs fundamental analysis and a long-term investment approach, utilizing a range of securities and derivatives to manage approximately $457 million in assets.
Susan M
Series 63
Bradention, FL
Moseley Investment Management, Inc.
Susan Moseley is a financial advisor with Moseley Investment Management, Inc. in Bradenton, FL, holding a Series 63 designation and 26 years of industry experience. She has worked at Moseley Investment Management since 1990 and has one year of experience with LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm uses fundamental analysis to construct portfolios focused on long-term positions and employs strategies including derivatives and third-party managers, while offering integrated client reporting and estate planning services.
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