MECHANICSBURG, PACRD 123322Latest ADV March 19, 2026
Mighty Oak Strong America Investment Company is an SEC registered investment adviser organized as a corporation with a primary office location in Mechanicsburg, PA. Its latest Form ADV filing, dated March 19, 2026, reports $398M in regulatory assets under management, 4 employees, and 715 accounts.
Assets Under Management
$398M
Employees
4
Offices
--
Total Clients
176
Primary office
MECHANICSBURG, PA
940 CENTURY DRIVE, SUITE B, MECHANICSBURG, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
88
2
HNWI
49.4%
87
3
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$398Mas of March 19, 2026
Discretionary97.1%
$387M
97% of total RAUM97.1%
Non-discretionary2.9%
$12M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$398M
Total Accounts715
10Y AUM Change+$284M (+248.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.