MOSAIC ADVISORS LLC
Legal name: MOSAIC ADVISORS
CRD #164913 SEC #801-99369 HOUSTON, TX 713-980-4100
SEC Registered
Total AUM
$499.4M
Discretionary
$491M
Employees
20
Clients
26
Accounts
214
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $499.4M | $491M | $8.5M | 20 | 34 |
| Apr 2025 | $499.4M | $491M | $8.5M | 20 | 34 |
| Mar 2025 | $499.4M | $491M | $8.5M | 20 | 34 |
| Mar 2024 | $325.6M | $323M | $2.6M | 17 | 15 |
| Aug 2023 | $352.9M | $334.2M | $18.7M | 14 | 15 |
| Apr 2023 | $352.9M | $334.2M | $18.7M | 14 | 15 |
| Mar 2023 | $352.9M | $334.2M | $18.7M | 14 | 15 |
| Mar 2022 | $332.2M | $312.7M | $19.5M | 15 | 12 |
| Feb 2022 | $332.2M | $312.7M | $19.5M | 15 | 12 |
| Mar 2021 | $301.8M | $275.4M | $26.3M | 12 | 17 |
| Sep 2020 | $283.3M | $239.9M | $43.4M | 13 | 22 |
| Jun 2020 | $283.3M | $239.9M | $43.4M | 12 | 22 |
| Mar 2020 | $283.3M | $239.9M | $43.4M | 12 | 22 |
| Mar 2019 | $221.1M | $138.6M | $82.5M | 11 | 20 |
| Mar 2018 | $241.6M | $121.8M | $119.9M | 9 | 13 |
| Mar 2017 | $159.1M | $93.3M | $65.8M | 8 | 26 |
| Feb 2016 | $116.9M | $63.2M | $53.6M | 7 | 11 |
| Jun 2015 | $129.8M | $50.8M | $79M | 7 | 11 |
| May 2015 | $129.8M | $50.8M | $79M | 7 | 11 |
DateJun 2025
Total AUM$499.4M
Discretionary$491M
Non-Disc.$8.5M
Employees20
Clients34
DateApr 2025
Total AUM$499.4M
Discretionary$491M
Non-Disc.$8.5M
Employees20
Clients34
DateMar 2025
Total AUM$499.4M
Discretionary$491M
Non-Disc.$8.5M
Employees20
Clients34
DateMar 2024
Total AUM$325.6M
Discretionary$323M
Non-Disc.$2.6M
Employees17
Clients15
DateAug 2023
Total AUM$352.9M
Discretionary$334.2M
Non-Disc.$18.7M
Employees14
Clients15
DateApr 2023
Total AUM$352.9M
Discretionary$334.2M
Non-Disc.$18.7M
Employees14
Clients15
DateMar 2023
Total AUM$352.9M
Discretionary$334.2M
Non-Disc.$18.7M
Employees14
Clients15
DateMar 2022
Total AUM$332.2M
Discretionary$312.7M
Non-Disc.$19.5M
Employees15
Clients12
DateFeb 2022
Total AUM$332.2M
Discretionary$312.7M
Non-Disc.$19.5M
Employees15
Clients12
DateMar 2021
Total AUM$301.8M
Discretionary$275.4M
Non-Disc.$26.3M
Employees12
Clients17
DateSep 2020
Total AUM$283.3M
Discretionary$239.9M
Non-Disc.$43.4M
Employees13
Clients22
DateJun 2020
Total AUM$283.3M
Discretionary$239.9M
Non-Disc.$43.4M
Employees12
Clients22
DateMar 2020
Total AUM$283.3M
Discretionary$239.9M
Non-Disc.$43.4M
Employees12
Clients22
DateMar 2019
Total AUM$221.1M
Discretionary$138.6M
Non-Disc.$82.5M
Employees11
Clients20
DateMar 2018
Total AUM$241.6M
Discretionary$121.8M
Non-Disc.$119.9M
Employees9
Clients13
DateMar 2017
Total AUM$159.1M
Discretionary$93.3M
Non-Disc.$65.8M
Employees8
Clients26
DateFeb 2016
Total AUM$116.9M
Discretionary$63.2M
Non-Disc.$53.6M
Employees7
Clients11
DateJun 2015
Total AUM$129.8M
Discretionary$50.8M
Non-Disc.$79M
Employees7
Clients11
DateMay 2015
Total AUM$129.8M
Discretionary$50.8M
Non-Disc.$79M
Employees7
Clients11