MOS CAPITAL, INC
Legal name: MOS CAPITAL, INC.
CRD #109612 SEC #801-108978 PONTE VEDRA BEACH, FL 757-222-3710
SEC Registered
Total AUM
$209.3M
Discretionary
$207.3M
Employees
3
Clients
25
Accounts
339
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $209.3M | $207.3M | $2.1M | 3 | 0 |
| Sep 2024 | $183.4M | $181.5M | $2M | 3 | 0 |
| Feb 2024 | $183.4M | $181.5M | $2M | 3 | 0 |
| Nov 2023 | $173.9M | $158.5M | $15.4M | 2 | 0 |
| Jul 2023 | $173.9M | $158.5M | $15.4M | 2 | 0 |
| Jul 2023 | $173.9M | $158.5M | $15.4M | 2 | 0 |
| Mar 2023 | $167.5M | $166M | $1.5M | 2 | 0 |
| Mar 2022 | $191.9M | $190.2M | $1.6M | 2 | 0 |
| Mar 2021 | $163.1M | $161.7M | $1.4M | 2 | 0 |
| Jun 2020 | $151.9M | $150.7M | $1.3M | 2 | 0 |
| Mar 2020 | $151.9M | $150.7M | $1.3M | 2 | 0 |
| Oct 2019 | $141.7M | $140.5M | $1.2M | 2 | 0 |
| Mar 2019 | $138M | $138M | $0 | 3 | 0 |
| Mar 2018 | $130.2M | $130.2M | $0 | 3 | 0 |
| Sep 2017 | $122.4M | $122.4M | $0 | 3 | 300 |
| Jan 2017 | $122.4M | $122.4M | $0 | 3 | 300 |
| Apr 2012 | $68.4M | $68.4M | $0 | 1 | 200 |
| Jan 2012 | $64.4M | $64.4M | $0 | 1 | 200 |
| Mar 2010 | $55.5M | $55.5M | $0 | 5 | -- |
| Mar 2009 | $47.2M | $47.2M | $0 | 5 | -- |
| Mar 2007 | $45.1M | $43.9M | $1.1M | 5 | -- |
| Mar 2006 | $34.7M | $34.1M | $561.9K | 5 | -- |
| Sep 2005 | $33.3M | $32.9M | $464.1K | 5 | -- |
| Apr 2004 | $29.8M | $29.8M | $0 | 5 | -- |
| Mar 2004 | $29.8M | $29.8M | $0 | 5 | -- |
| Nov 2003 | $27.9M | $27.9M | $0 | 5 | -- |
| Apr 2002 | $27M | $26.9M | $150K | 5 | -- |
| Apr 2002 | $27M | $26.9M | $150K | 5 | -- |
DateFeb 2025
Total AUM$209.3M
Discretionary$207.3M
Non-Disc.$2.1M
Employees3
Clients0
DateSep 2024
Total AUM$183.4M
Discretionary$181.5M
Non-Disc.$2M
Employees3
Clients0
DateFeb 2024
Total AUM$183.4M
Discretionary$181.5M
Non-Disc.$2M
Employees3
Clients0
DateNov 2023
Total AUM$173.9M
Discretionary$158.5M
Non-Disc.$15.4M
Employees2
Clients0
DateJul 2023
Total AUM$173.9M
Discretionary$158.5M
Non-Disc.$15.4M
Employees2
Clients0
DateJul 2023
Total AUM$173.9M
Discretionary$158.5M
Non-Disc.$15.4M
Employees2
Clients0
DateMar 2023
Total AUM$167.5M
Discretionary$166M
Non-Disc.$1.5M
Employees2
Clients0
DateMar 2022
Total AUM$191.9M
Discretionary$190.2M
Non-Disc.$1.6M
Employees2
Clients0
DateMar 2021
Total AUM$163.1M
Discretionary$161.7M
Non-Disc.$1.4M
Employees2
Clients0
DateJun 2020
Total AUM$151.9M
Discretionary$150.7M
Non-Disc.$1.3M
Employees2
Clients0
DateMar 2020
Total AUM$151.9M
Discretionary$150.7M
Non-Disc.$1.3M
Employees2
Clients0
DateOct 2019
Total AUM$141.7M
Discretionary$140.5M
Non-Disc.$1.2M
Employees2
Clients0
DateMar 2019
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees3
Clients300
DateJan 2017
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees3
Clients300
DateApr 2012
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2010
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$45.1M
Discretionary$43.9M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2006
Total AUM$34.7M
Discretionary$34.1M
Non-Disc.$561.9K
Employees5
Clients--
DateSep 2005
Total AUM$33.3M
Discretionary$32.9M
Non-Disc.$464.1K
Employees5
Clients--
DateApr 2004
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$27M
Discretionary$26.9M
Non-Disc.$150K
Employees5
Clients--
DateApr 2002
Total AUM$27M
Discretionary$26.9M
Non-Disc.$150K
Employees5
Clients--