# Mokosak Advisory Group, LLC

> Mokosak Advisory Group, LLC is an SEC-registered investment advisory firm in Urbandale, IA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 287538
- Filed as: MOKOSAK ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Urbandale, IA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287538
- AdvisorCensus page: https://advisorcensus.com/firm/mokosak-advisory-group-llc-urbandale-ia-287538

## Quick answers

**How is Mokosak Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mokosak Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Mokosak Advisory Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Up to $500,000: 1.4% a year; $500,001 to $1,000,000: 1% a year; $1,000,001 to $4,000,000: 0.75% a year; $4,000,001 to $10,000,000: 0.5% a year; Above $10,000,001: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mokosak Advisory Group, LLC located?**
Mokosak Advisory Group, LLC's principal office is in Urbandale, IA, according to its Form ADV.

**Is Mokosak Advisory Group, LLC registered with the SEC or a state?**
Mokosak Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287538.

**How much does Mokosak Advisory Group, LLC manage?**
Mokosak Advisory Group, LLC reports $413,919,041 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (99% discretionary).

**How have Mokosak Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Mokosak Advisory Group, LLC: Regulatory assets under management: $219,677,632 in the October 2021 data and $413,919,041 in the October 2026 data, up 88%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mokosak Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (357); high net worth individuals (133).

**Which custodians does Mokosak Advisory Group, LLC use?**
Mokosak Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mokosak Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287538

**Does Mokosak Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "There is generally no required minimum portfolio balance for our Portfolio Management Services."

**What changed in Mokosak Advisory Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $345,300,877 to $413,919,041 (+20%). Registered or notice-filed in IN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Up to $500,000: 1.4% a year
- $500,001 to $1,000,000: 1% a year
- $1,000,001 to $4,000,000: 0.75% a year
- $4,000,001 to $10,000,000: 0.5% a year
- Above $10,000,001: 0.25% a year

> $0 - $500,000 1.40% $500,001 - $1,000,000 1.00% $1,000,001 - $4,000,000 0.75% $4,000,001 - $10,000,000 0.50% $10,000,001 – And Above 0.25%

- Account minimum: None

> There is generally no required minimum portfolio balance for our Portfolio Management Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $413,919,041
- Discretionary: $409,808,933
- Non-discretionary: $4,110,108

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 357 | $106,799,022 |
| High net worth individuals | 133 | $307,032,559 |
| Charitable organizations | Fewer than 5 | $87,460 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, IN, MN, MO, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mokosakadvisorygroup.com
- Facebook @MOKOSAKAG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,677,632 | 3 | March 17, 2021 |
| October 2022 | $276,206,462 | 3 | September 16, 2022 |
| October 2023 | $228,333,737 | 3 | April 25, 2023 |
| October 2024 | $288,131,152 | 4 | March 4, 2024 |
| October 2025 | $345,300,877 | 4 | February 25, 2025 |
| October 2026 | $413,919,041 | 4 | February 24, 2026 |

Regulatory assets under management: $219,677,632 in the October 2021 data and $413,919,041 in the October 2026 data, up 88%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $345,300,877 to $413,919,041 (+20%).
- Registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mokosak Advisory Group, LLC (CRD 287538): Form ADV filing data as of October 2026.