MOSELEY INVESTMENT MANAGEMENT, INC.
CRD #124152 SEC #801-107305 BRADENTION, FL 941-745-2799
SEC Registered
Total AUM
$410.4M
Discretionary
$409.5M
Employees
7
Clients
0
Accounts
898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $410.4M | $409.5M | $839.4K | 7 | 2 |
| Mar 2025 | $410.4M | $409.5M | $839.4K | 7 | 2 |
| May 2024 | $351.2M | $345.6M | $5.6M | 7 | 1 |
| May 2024 | $351.2M | $345.6M | $5.6M | 7 | 1 |
| Mar 2024 | $351.2M | $345.6M | $5.6M | 7 | 1 |
| Mar 2023 | $258.1M | $258.1M | $0 | 7 | 0 |
| Apr 2022 | $324.3M | $298.3M | $26M | 7 | 0 |
| Mar 2022 | $324.3M | $298.3M | $26M | 7 | 0 |
| Mar 2021 | $279.7M | $266.8M | $12.9M | 7 | 0 |
| Sep 2020 | $197.8M | $197.2M | $605.7K | 7 | 0 |
| Jun 2020 | $197.8M | $197.2M | $605.7K | 7 | 0 |
| Mar 2020 | $197.8M | $197.2M | $605.7K | 7 | 0 |
| Aug 2019 | $175.9M | $172.3M | $3.6M | 8 | 0 |
| Mar 2019 | $175.9M | $172.3M | $3.6M | 8 | 0 |
| Mar 2019 | $175.9M | $172.3M | $3.6M | 8 | 0 |
| Mar 2018 | $159.9M | $156.3M | $3.6M | 8 | 2 |
| Mar 2018 | $159.9M | $156.3M | $3.6M | 8 | 2 |
| Apr 2017 | $119.6M | $119M | $537.3K | 7 | 614 |
| Mar 2017 | $119.6M | $119.6M | $0 | 7 | 614 |
| May 2016 | $103.1M | $103.1M | $0 | 7 | 614 |
| Mar 2016 | $103.1M | $85.5M | $17.6M | 7 | 614 |
| Feb 2016 | $103.1M | $85.5M | $17.6M | 7 | 614 |
| Apr 2012 | $53.7M | $6M | $47.7M | 1 | 400 |
| Apr 2012 | $53.7M | $6M | $47.7M | 1 | 400 |
| Mar 2012 | $53.7M | $6M | $47.7M | 1 | 400 |
| Jul 2011 | $45M | $6M | $39M | 5 | -- |
| Mar 2011 | $45M | $6M | $39M | 5 | -- |
| Sep 2009 | $30M | $10M | $20M | 5 | -- |
| Feb 2009 | $30M | $10M | $20M | 5 | -- |
| Feb 2009 | $30M | $10M | $20M | 5 | -- |
| Mar 2008 | $30M | $0 | $30M | 5 | -- |
| Mar 2008 | $30M | $0 | $30M | 5 | -- |
DateMay 2025
Total AUM$410.4M
Discretionary$409.5M
Non-Disc.$839.4K
Employees7
Clients2
DateMar 2025
Total AUM$410.4M
Discretionary$409.5M
Non-Disc.$839.4K
Employees7
Clients2
DateMay 2024
Total AUM$351.2M
Discretionary$345.6M
Non-Disc.$5.6M
Employees7
Clients1
DateMay 2024
Total AUM$351.2M
Discretionary$345.6M
Non-Disc.$5.6M
Employees7
Clients1
DateMar 2024
Total AUM$351.2M
Discretionary$345.6M
Non-Disc.$5.6M
Employees7
Clients1
DateMar 2023
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$324.3M
Discretionary$298.3M
Non-Disc.$26M
Employees7
Clients0
DateMar 2022
Total AUM$324.3M
Discretionary$298.3M
Non-Disc.$26M
Employees7
Clients0
DateMar 2021
Total AUM$279.7M
Discretionary$266.8M
Non-Disc.$12.9M
Employees7
Clients0
DateSep 2020
Total AUM$197.8M
Discretionary$197.2M
Non-Disc.$605.7K
Employees7
Clients0
DateJun 2020
Total AUM$197.8M
Discretionary$197.2M
Non-Disc.$605.7K
Employees7
Clients0
DateMar 2020
Total AUM$197.8M
Discretionary$197.2M
Non-Disc.$605.7K
Employees7
Clients0
DateAug 2019
Total AUM$175.9M
Discretionary$172.3M
Non-Disc.$3.6M
Employees8
Clients0
DateMar 2019
Total AUM$175.9M
Discretionary$172.3M
Non-Disc.$3.6M
Employees8
Clients0
DateMar 2019
Total AUM$175.9M
Discretionary$172.3M
Non-Disc.$3.6M
Employees8
Clients0
DateMar 2018
Total AUM$159.9M
Discretionary$156.3M
Non-Disc.$3.6M
Employees8
Clients2
DateMar 2018
Total AUM$159.9M
Discretionary$156.3M
Non-Disc.$3.6M
Employees8
Clients2
DateApr 2017
Total AUM$119.6M
Discretionary$119M
Non-Disc.$537.3K
Employees7
Clients614
DateMar 2017
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees7
Clients614
DateMay 2016
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees7
Clients614
DateMar 2016
Total AUM$103.1M
Discretionary$85.5M
Non-Disc.$17.6M
Employees7
Clients614
DateFeb 2016
Total AUM$103.1M
Discretionary$85.5M
Non-Disc.$17.6M
Employees7
Clients614
DateApr 2012
Total AUM$53.7M
Discretionary$6M
Non-Disc.$47.7M
Employees1
Clients400
DateApr 2012
Total AUM$53.7M
Discretionary$6M
Non-Disc.$47.7M
Employees1
Clients400
DateMar 2012
Total AUM$53.7M
Discretionary$6M
Non-Disc.$47.7M
Employees1
Clients400
DateJul 2011
Total AUM$45M
Discretionary$6M
Non-Disc.$39M
Employees5
Clients--
DateMar 2011
Total AUM$45M
Discretionary$6M
Non-Disc.$39M
Employees5
Clients--
DateSep 2009
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateFeb 2009
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateFeb 2009
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateMar 2008
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateMar 2008
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--