$413.9M Total AUM
$409.8M Disc. AUM
13.3% 3Y CAGR
4 Employees
490 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakAlpha element +more
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
2900 100th Street Suite 102 Urbandale IA
About Mokosak Advisory Group, LLC
Mokosak Advisory Group, LLC is a Urbandale-based RIA. The firm has been operating for 9 years. Managing $413.9M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
29 AVG AGE
$103.5M AVG AUM / ADVISOR
$844.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex radial Meridian peak Eagle summit Momentum insight
Client Personas
Vital
Custodian
Delta Value unison
Investment Themes
Crest Horizon vertex
Investment Vehicles
Peak peak
Platform
Quantum
Services
Summit Prime wave Zenith Zenith Horizon Timber foundation Focus Summit Beacon north
Technology
Matrix Wave harbor Harbor optima
Owner & Executives
RICHARD FRANK MOKOSAK
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #2520987
- Ownership
- 50% but less than 75%
(700) 572-2337
alpha.fusion@fusioncapital.com
in linkedin.com/in/capital-foundation
RYAN MATTHEW PAGE
Partner, VICE PRESIDENT, Wealth Advisor
- CRD
- #6059616
- Ownership
- 25% but less than 50%
(979) 284-3728
matrix.vector@insightcapital.com
in linkedin.com/in/alpha-unison
Showing 2 of 2 owners & executives
Unlock allContacts
C
Caroline Elizabeth Evans
Associate
- CRD
- #7256779
(854) 771-9190
north.zenith@foundationcapital.com
in linkedin.com/in/foundation-frontier
M
Martin Joseph Kelly
Wealth Management Advisor
- CRD
- #7282714
(284) 449-5157
crest.unison@horizoncapital.com
in linkedin.com/in/quantum-frontier
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,808,933 | $304,464 |
| Non-Discretionary | $4,110,108 | $228,339 |
| Total | $413,919,041 | $303,460 |
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Separately Managed Accounts
Total SMA Asset: $413,919,041
Public Funds:
22.9% Cash:
77.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $219,514,257 | 22.9% |
| Cash | $739,063,286 | 77.1% |
| Total | $958,577,543 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT ALPHA | DELTA FOUNDATION | CKZ0J7TLB | ATD | 12.40% | $83,289,464 |
| FOUNDATION LEGACY | FOUNDATION CREST | OC8A1QMUR | YNPFI | 0.94% | $66,289,931 |
| HARBOR OPTIMA RIDGE | VECTOR FOCUS | W6S2A2QHR | HNK | 12.59% | $45,094,391 |
| MERIDIAN ZENITH | HARBOR FRONTIER | OYWXIDBSK | GCOAH | 8.56% | $107,781,702 |
| RIDGE CATALYST PRIME | SIGNAL PATHWAY | PYWSRN901 | DPE | 4.61% | $11,805,146 |
| RIDGE FOUNDATION SIGNAL | DELTA RADIAL | AAF7CSMRP | WKZC | 4.96% | $92,537,727 |
| LEGACY TIMBER | MERIDIAN OAK | CXFC3RDEE | UOLUO | 0.71% | $6,587,672 |
| TIMBER VERTEX TIMBER | PIONEER FOUNDATION | 1KETIUILJ | SRD | 8.60% | $13,377,259 |