URBANDALE, IACRD 287538Latest ADV February 24, 2026
Mokosak Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Urbandale, IA. Its latest Form ADV filing, dated February 24, 2026, reports $414M in regulatory assets under management, 4 employees, and 1,364 accounts.
Assets Under Management
$414M
Employees
4
Offices
--
Total Clients
490
Primary office
URBANDALE, IA
2900 100TH STREET SUITE 102, URBANDALE, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
357
2
HNWI
27.1%
133
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$414Mas of February 24, 2026
Discretionary99.0%
$410M
99% of total RAUM99.0%
Non-discretionary1.0%
$4M
1% of total RAUM1.0%
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$414M
Total Accounts1,364
10Y AUM Change+$414M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee123:1
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.