Investment adviser · CRD 164913
MOSAIC ADVISORS
Investment adviser filing (IA)
MOSAIC ADVISORS LLC
HOUSTON, TX, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $581M Form ADV · Item 5.F
- Client accounts
- 275 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 65 | $560,208,233 | 96.5% |
| Charities | Fewer than 5 | $19,084,046 | 3.3% |
| Individuals | 7 | $1,212,161 | 0.2% |
Filing source
Form ADV 2120750 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Fixed
Principal office
3773 RICHMOND AVENUE, SUITE 700HOUSTON, TX, 77046, United States
CRD 164913
Filing source
Form ADV 2120750 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.