{
  "crd_number": 109612,
  "slug": "mos-capital-inc-ponte-vedra-beach-fl-109612",
  "primary_business_name": "MOS CAPITAL, INC.",
  "legal_name": "MOS CAPITAL, INC",
  "dbas": [],
  "city": "Ponte Vedra Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "27260",
  "metro": {
    "cbsa_code": "27260",
    "common_name": "Jacksonville",
    "msa_name": "Jacksonville, FL",
    "path": "/advisors/fl/jacksonville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-18",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 230033727.0,
  "raum_discretionary": 228353540.0,
  "raum_non_discretionary": 1680187.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 17499582.0,
      "count": 62
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 212171432.0,
      "count": 58
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 362713.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "OH",
    "TX",
    "VA"
  ],
  "websites": [
    "https://moscapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109612",
  "city_as_filed": "PONTE VEDRA BEACH",
  "url": "https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612",
  "display_name": "MOS Capital, Inc.",
  "summary": "MOS Capital, Inc. is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. MOS Capital, Inc. (CRD 109612): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is MOS Capital, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MOS Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does MOS Capital, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $100 to $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is MOS Capital, Inc. located?",
      "a": "MOS Capital, Inc.'s principal office is in Ponte Vedra Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is MOS Capital, Inc. registered with the SEC or a state?",
      "a": "MOS Capital, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 109612."
    },
    {
      "q": "How much does MOS Capital, Inc. manage?",
      "a": "MOS Capital, Inc. reports $230,033,727 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have MOS Capital, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for MOS Capital, Inc.: Regulatory assets under management: $163,111,624 in the October 2021 data and $230,033,727 in the October 2026 data, up 41%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MOS Capital, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (58)."
    },
    {
      "q": "Which custodians does MOS Capital, Inc. use?",
      "a": "MOS Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does MOS Capital, Inc. report any disciplinary disclosures?",
      "a": "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/109612"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 163111624.0,
      "total_employees": 2,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 191869657.0,
      "total_employees": 2,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 173911804.0,
      "total_employees": 2,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 183433062.0,
      "total_employees": 3,
      "filing_date": "2024-09-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 209336473.0,
      "total_employees": 3,
      "filing_date": "2025-02-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 230033727.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $200 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $200 an hour (financial planning services)"
        ],
        "quotes": [
          "Fees for services vary from $100 to $200 per hour or $500 to $1,000 in total cost, and depend upon the nature and scope of the advice requested by the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 200.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Fees for services vary from $100 to $200 per hour or $500 to $1,000 in total cost, and depend upon the nature and scope of the advice requested by the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 17499582.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 212171432.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 362713.0
    }
  ],
  "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/109612",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}