| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Ross Henry Control | Partner | Under 5% | 2012 |
| Carey Stuart Kesner Control | Partner And Chief Compliance Officer | Under 5% | 2012 |
| Mosaic Wealth Partners, LLC Control | Managing Member | Over 75% | 2012 |
Mosaic Advisors LLC reports $499.4 million in regulatory assets under management on its Form ADV.
Mosaic Advisors LLC reports 20 employees.
Mosaic Advisors LLC is based in Houston, TX and has been SEC-registered since 2015.
Mosaic Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3773 Richmond Avenue, Suite 700, Houston, TX 77046 |
| Phone | 713-980-4100 |
| Fax | 713-574-3151 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1808523 |
| Discloses disciplinary history | No |
| Discretionary | $491M |
| Non-discretionary | $8.5M |
| Total (RAUM) | $499.4M |