Mosaic Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 2, 2026, reports $581M in regulatory assets under management, 27 employees, 1 office, and 275 accounts.
Assets Under Management
$581M
Employees
27
Offices
1 office
Total Clients
72
Primary office
HOUSTON, TX
3773 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.3% of total clients.
Top client categories% of clientsClients
1
HNWI
90.3%
65
2
Individuals
9.7%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$581Mas of April 2, 2026
Discretionary98.3%
$571M
98% of total RAUM98.3%
Non-discretionary1.7%
$10M
2% of total RAUM1.7%
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.
Total AUM$581M
Total Accounts275
10Y AUM Change+$421M (+264.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee3:1
10Y Employee Change+19 (+237.5%)
* 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.