CRD: 124152
Moseley Investment Management, Inc.
$456.8M Total AUM
$447.6M Disc. AUM
21.0% 3Y CAGR
7 Employees
366 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle ridgeValue vector +more
- Established Date
- 11-12-1999
- Office Locations
- 2
Office Locations
1724 Manatee Avenue W Bradention FL
-- Evergreen CO
About Moseley Investment Management, Inc.
Moseley Investment Management is an independent RIA based in Bradenton, FL providing financial planning, portfolio construction, and ongoing asset management, with emphasis on retirement income (Social Security/RMDs), tax and estate planning. Portfolios commonly use ETFs and mutual funds alongside fixed income and select alternatives. Custodies through Charles Schwab. Differentiator: a robust client education hub with calculators and a monthly newsletter to support engagement.
Team overview
55 AVG AGE
$152.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15.1 yrs AVG TENURE
7 Employees
3 Advisory Reps
4 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Quantum Vector matrix Peak harbor Capital north
Client Personas
Frontier element Vector matrix
Custodian
Vertex Value capital Catalyst catalyst Pioneer matrix Vertex peak Zenith Summit vertex
Investment Themes
Optima Foundation summit
Investment Vehicles
Insight Optima radial
Platform
Glacier
Services
Atlas Harbor wave North North ember Matrix meridian Vertex zenith Alpha quantum Momentum pioneer North insight Beacon value Prime
Technology
Quantum pathway Glacier horizon Beacon Fusion delta
Owner & Executives
S
SUSAN SHEPARD MOSELEY
President
- CRD
- #871967
- Ownership
- 75% or more
(744) 240-8550
element.ridge@alphacapital.com
in linkedin.com/in/unison-element
RYAN THOMAS MOSELEY
Vice President
- CRD
- #5160880
- Ownership
- 10% but less than 25%
(654) 736-6036
insight.prime@peakcapital.com
in linkedin.com/in/matrix-timber
H
Horizon meridian
Peak value
- CRD
- #66569
- Ownership
- 23.7%
(436) 252-1274
vector.ridge@unisoncapital.com
in linkedin.com/in/vital-pathway
Showing 2 of 3 owners & executives
Unlock allContacts
L
Laurie L Tinnell
Portfolio Manager
- CRD
- #6584914
(680) 423-1737
alpha.optima@primecapital.com
in linkedin.com/in/ridge-momentum
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $447,617,451 | $479,248 |
| Non-Discretionary | $9,211,218 | $9,211,218 |
| Total | $456,828,669 | $488,587 |
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Separately Managed Accounts
Total SMA Asset: $456,828,669
Equity - Exchange:
14.4% Public Funds:
11.0% Cash:
9.4% Corporate - Investment Grade:
21.7% Corporate - Non-Investment Grade:
15.9% Derivatives:
13.7% Equity - OTC:
7.3% Other:
6.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $868,477,689 | 14.4% |
| Public Funds | $663,420,457 | 11.0% |
| Cash | $566,922,936 | 9.4% |
| Corporate - Investment Grade | $1,308,747,629 | 21.7% |
| Corporate - Non-Investment Grade | $958,944,115 | 15.9% |
| Derivatives | $826,260,024 | 13.7% |
| Equity - OTC | $440,269,940 | 7.3% |
| Other | $398,052,275 | 6.6% |
| Total | $6,031,095,065 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VALUE | ALPHA RIDGE | P94R679GP | CXMHL | 4.51% | $4,726,877 |
| INSIGHT MOMENTUM BEACON | PEAK ELEMENT | L2YOT4UYT | ROEXB | 3.34% | $26,935,859 |
| LEGACY RIDGE | NORTH LEGACY | 7LFHUPHW2 | FFOBZ | 10.39% | $21,303,476 |
| CATALYST DELTA | MOMENTUM CATALYST | OL8JAAWO5 | HYCLC | 5.14% | $74,724,597 |
| BRIDGE CAPITAL | VITAL ALPHA | Z3EQTRKKN | JRHE | 8.72% | $108,905,377 |
| VECTOR INSIGHT OPTIMA | TIMBER RIDGE | ISC3MDK2P | FFAWD | 5.99% | $52,369,464 |
| SUMMIT ATLAS PATHWAY | LEGACY PATHWAY | SL07UJG2V | FPLUH | 8.97% | $54,163,232 |
| PATHWAY RADIAL | PATHWAY LEGACY | RNB9YMZXI | MHWO | 2.58% | $32,690,037 |