Mozella Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mozella Asset Management is a newly registered, state-registered investment adviser that provides continuous, active investment management along with financial planning and investment consulting. The firm’s ADV describes services for individuals, personal trusts and corporations, while its business model also involves placing client assets with managed account programs and third‑party managers consistent with an investment‑manager profile focused on pooled or institutional-style solutions.
The firm constructs customized portfolios using Modern Portfolio Theory alongside fundamental and technical analysis, and it documents investment policy statements and ongoing monitoring and rebalancing. Mozella frequently conducts due diligence and allocates to independent managers or managed account programs rather than maintaining fixed proprietary strategies, and it can operate on either a non‑discretionary or discretionary basis as agreed with clients.
Mozella’s brochure highlights two features that are less common among peers: the firm performs formal selection, oversight and the ability to hire or terminate other advisers/managed account programs, and it discloses the use of hourly billing for planning and project work in addition to asset‑based fees. As a small, newly formed, fee‑only advisor that does not maintain custody or proprietary wrap programs, the firm emphasizes third‑party manager selection and use of custodial platforms to deliver its services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000 - $5,000,000: 1.00% annually $5,000,000 - $8,000,000: 0.75% annually $8,000,000+: Negotiable
$100/hour for planning and consulting services
Fee-only: Fee-only advisor, no commissions received
Main office
360 Central Avenue, Ste 800
St. Petersburg FL 33701
Advisors at this office
1
Most active in
Florida
Also doing business as
Mozella Asset Management · Mozella Asset Management LLC
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.
Forms ADV
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