# Mostt Inc.

> 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.

- CRD: 332063
- Filed as: MOSTT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sherman Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332063
- AdvisorCensus page: https://advisorcensus.com/firm/mostt-inc-sherman-oaks-ca-332063

## Quick answers

**How is Mostt Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mostt Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Mostt Inc. located?**
Mostt Inc.'s principal office is in Sherman Oaks, CA, according to its Form ADV.

**Is Mostt Inc. registered with the SEC or a state?**
Mostt Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332063.

**How much does Mostt Inc. manage?**
Mostt Inc. reports $254,054 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Mostt Inc.'s assets and staff changed since 2024?**
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.

**What types of clients does Mostt Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,230).

**Does Mostt Inc. 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/332063

**What changed in Mostt Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,415 to $254,054 (+10420%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $254,054
- Discretionary: $254,054
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,230 | $254,054 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apps.apple.com/us/app/mostt-save-invest-for-kids/id6596767612
- mostt.co
- play.google.com/store/apps/details

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | July 19, 2024 |
| October 2025 | $2,415 | 3 | March 11, 2025 |
| October 2026 | $254,054 | 4 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,415 to $254,054 (+10420%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mostt Inc. (CRD 332063): Form ADV filing data as of October 2026.