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- Custodian
- Charles Schwab & Company · JP Morgan · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Insight vectorZenith +more
- Established Date
- 09-27-2012
- Office Locations
- 2
Office Locations
About Mosaic Advisors
Mosaic Advisors is a fiduciary planning firm built for highly successful business-owner families with complex tax, legal, business, and family dynamics. It provides objective, comprehensive advice for a transparent flat retainer and coordinates clients’ teams of attorneys, accountants, and other specialists. Planning extends beyond liquid portfolios to illiquid holdings such as operating businesses, real estate, oil & gas interests, and private equity, with emphasis on education and advocacy.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON ROSS HENRY
Partner
- CRD
- #4854666
- Ownership
- Less than 5%
CAREY STUART KESNER
Chief Compliance Officer, PARTNER, President
- CRD
- #4907404
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Mason Lincoln Aydelotte
INCOME TAX PROCESS MANAGER
- CRD
- #8080515
Carlos Alberto Betancourt
FAMILY OPERATIONS COORDINATOR
- CRD
- #7580545
Legacy capital
Radial meridian momentum
- CRD
- #79971
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,886,121 | $2,122,253 |
| Non-Discretionary | $9,618,319 | $1,603,053 |
| Total | $580,504,440 | $2,110,925 |
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Separately Managed Accounts
Total SMA Asset: $580,504,440
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $225,781,023 | 21.5% |
| Municipal Bonds | $105,014,429 | 10.0% |
| Public Funds | $212,129,147 | 20.2% |
| Cash | $190,076,117 | 18.1% |
| Corporate - Investment Grade | $247,834,053 | 23.6% |
| U.S. Government/Agency | $69,309,525 | 6.6% |
| Total | $1,050,144,294 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA HORIZON | ELEMENT TIMBER | MDT1MA9KJ | PUZ | 7.72% | $106,728,038 |
| ELEMENT MOMENTUM | ATLAS PEAK | LP8RKGYHN | GTZ | 12.16% | $35,602,863 |
| ALPHA VECTOR RADIAL | ALPHA VITAL | 0PFYAQOQF | QWXQY | 2.44% | $25,507,244 |
| OPTIMA SUMMIT VERTEX | HORIZON PRIME | 2CXRMFUJA | QEV | 6.27% | $107,742,318 |
| ATLAS MERIDIAN | VITAL SIGNAL | QXPVAW4JT | PTV | 5.99% | $66,834,485 |
| FRONTIER FOUNDATION OPTIMA | SUMMIT MERIDIAN | 9A3IEJXOV | HIS | 4.71% | $96,503,764 |
| PRIME SUMMIT | VALUE SUMMIT | RBL90ZSQG | QMI | 7.34% | $8,141,589 |
| FUSION RIDGE | FOCUS DELTA | IDP10AD64 | UCF | 2.65% | $116,186,530 |