{
  "crd_number": 332063,
  "slug": "mostt-inc-sherman-oaks-ca-332063",
  "primary_business_name": "MOSTT INC.",
  "legal_name": "MOSTT INC.",
  "dbas": [],
  "city": "Sherman Oaks",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 254054.0,
  "raum_discretionary": 254054.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 254054.0,
      "count": 1230
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://apps.apple.com/us/app/mostt-save-invest-for-kids/id6596767612",
    "https://mostt.co",
    "https://play.google.com/store/apps/details?id=co.mostt.android"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332063",
  "city_as_filed": "SHERMAN OAKS",
  "url": "https://advisorcensus.com/firm/mostt-inc-sherman-oaks-ca-332063",
  "display_name": "Mostt Inc.",
  "summary": "Mostt Inc. is an SEC-registered investment advisory firm in Sherman Oaks, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Mostt Inc. (CRD 332063): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Mostt Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mostt Inc. reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Mostt Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Subscription: $4.99 a month (membership fee for the use of the our mobile application); Subscription: $49.99 a year (membership fee for the use of the our mobile application); Flat fee: $149.99 (lifetime membership fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mostt Inc. located?",
      "a": "Mostt Inc.'s principal office is in Sherman Oaks, CA, according to its Form ADV."
    },
    {
      "q": "Is Mostt Inc. registered with the SEC or a state?",
      "a": "Mostt Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332063."
    },
    {
      "q": "How much does Mostt Inc. manage?",
      "a": "Mostt Inc. reports $254,054 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mostt Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Mostt Inc.: Regulatory assets under management: $0 in the October 2024 data and $254,054 in the October 2026 data. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mostt Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,230)."
    },
    {
      "q": "Does Mostt 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/332063"
    },
    {
      "q": "What changed in Mostt Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,415 to $254,054 (+10420%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2024-07-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2415.0,
      "total_employees": 3,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 254054.0,
      "total_employees": 4,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,415 to $254,054 (+10420%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 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": [
      "Subscription: $4.99 a month (membership fee for the use of the our mobile application)",
      "Subscription: $49.99 a year (membership fee for the use of the our mobile application)",
      "Flat fee: $149.99 (lifetime membership fee)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $4.99 a month (membership fee for the use of the our mobile application)"
        ],
        "quotes": [
          "you will be given the options to select a membership fee of either $4.99 monthly or $49.99 annually, payable in advance."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $49.99 a year (membership fee for the use of the our mobile application)"
        ],
        "quotes": [
          "you will be given the options to select a membership fee of either $4.99 monthly or $49.99 annually, payable in advance."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $149.99 (lifetime membership fee)"
        ],
        "quotes": [
          "We offer a lifetime membership fee of $149.99 which is billed as a one-time fee, payable in advance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 4.99,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "membership fee for the use of the our mobile application"
        },
        {
          "kind": "subscription",
          "amount": 49.99,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "membership fee for the use of the our mobile application"
        },
        {
          "kind": "flat",
          "amount": 149.99,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "lifetime membership fee"
        }
      ]
    },
    "quotes": [
      "you will be given the options to select a membership fee of either $4.99 monthly or $49.99 annually, payable in advance.",
      "you will be given the options to select a membership fee of either $4.99 monthly or $49.99 annually, payable in advance.",
      "We offer a lifetime membership fee of $149.99 which is billed as a one-time fee, payable in advance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mostt-inc-sherman-oaks-ca-332063.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1230,
      "fewer_than_5": false,
      "raum": 254054.0
    }
  ],
  "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/332063",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
