$192.1M Total AUM
$192.1M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum frontierLegacy
- Established Date
- 08-19-2013
- Office Locations
- 2
Office Locations
-- Durham NC
-- Wilmington NC
About Investors Mosaic
Investors Mosaic is a Durham, NC-based registered investment adviser providing wealth management, financial planning, and portfolio construction, including retirement and tax planning. Portfolios are implemented primarily with ETFs and mutual funds, with an emphasis on asset allocation and risk management. The firm supports accounts held at major custodians including Schwab and Fidelity.
Team overview
43 AVG AGE
$96.0M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Full visibility includes strategy notes for horizon pathway summit.
Full visibility includes strategy notes for crest eagle ridge.
Premium access reveals conviction themes in horizon value oak.
See the complete signal summary connected to wave oak.
Unlock to compare peer behavior around radial element.
Premium access reveals conviction themes in wave zenith fusion.
Open the full profile to inspect shifts in matrix oak.
Premium access reveals conviction themes in delta fusion.
Asset Classes
Signal Summit momentum Matrix
Custodian
Foundation pioneer
Investment Themes
Focus Vector pioneer Momentum radial Momentum
Investment Vehicles
Insight
Platform
Vital
Services
Timber wave Vital pioneer Prime fusion Delta harbor Vital Meridian Prime
Technology
Eagle foundation Vector horizon
Owner & Executives
EVAN ALEXANDER MCCORMICK
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6233081
- Ownership
- 75% or more
(525) 722-3039
prime.vital@zenithcapital.com
in linkedin.com/in/vertex-crest
Showing 1 of 1 owners & executives
Unlock allContacts
T
TRINITY ROSE PANKO
--
- CRD
- #7142769
(652) 225-7082
element.optima@deltacapital.com
in linkedin.com/in/capital-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,063,361 | $1,171,118 |
| Non-Discretionary | $0 | -- |
| Total | $192,063,361 | $1,171,118 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $192,063,361
Equity - Exchange:
13.6% Public Funds:
17.1% Cash:
21.3% Other:
23.3% Private Funds:
6.6% U.S. Government/Agency:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $65,152,639 | 13.6% |
| Public Funds | $81,919,862 | 17.1% |
| Cash | $102,040,530 | 21.3% |
| Other | $111,621,800 | 23.3% |
| Private Funds | $31,618,192 | 6.6% |
| U.S. Government/Agency | $86,710,498 | 18.1% |
| Total | $479,063,521 | 100.0% |