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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2004
- Office Locations
- 1
Office Locations
About MOS Capital, Inc.
MOS Capital, Inc. is an independent investment research and management firm based in Florida, providing fully managed portfolios for individuals and trusts as well as endowments, foundations, corporations, and other money management firms. Portfolios primarily use ETFs and public funds, supported by asset allocation and risk management, with custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM FRANKLIN MOORE JR
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, President, Workplace Planning Consultant
- CRD
- #1927182
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JILLIAN ANNE MARTIN O'NEIL
--
- CRD
- #1753554
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,353,540 | $709,172 |
| Non-Discretionary | $1,680,187 | $84,009 |
| Total | $230,033,727 | $672,613 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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