{
  "crd_number": 309679,
  "slug": "moa-advisory-and-financial-services-co-309679",
  "primary_business_name": "MOA ADVISORY & FINANCIAL SERVICES CO",
  "legal_name": "MOA ADVISORY & FINANCIAL SERVICES CO",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-01-06",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2023-05-18",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 14
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://facebook.com/michaelakinosho",
    "https://linkedin.com/company/moaadvisory",
    "https://linkedin.com/in/michael-akinosho",
    "https://michaelakinosho.com",
    "https://moaadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309679",
  "listing_state": "IL",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/moa-advisory-and-financial-services-co-309679",
  "display_name": "MOA Advisory & Financial Services Co",
  "summary": "MOA Advisory & Financial Services Co is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated May 18, 2023.",
  "citation": "AdvisorCensus. MOA Advisory & Financial Services Co (CRD 309679): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is MOA Advisory & Financial Services Co compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MOA Advisory & Financial Services Co reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is MOA Advisory & Financial Services Co registered with the SEC or a state?",
      "a": "MOA Advisory & Financial Services Co is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 309679."
    },
    {
      "q": "What types of clients does MOA Advisory & Financial Services Co serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14)."
    },
    {
      "q": "Does MOA Advisory & Financial Services Co report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309679"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/moa-advisory-and-financial-services-co-309679.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 14,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309679",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}