MOSELEY INVESTMENT MANAGEMENT, INC.
B61
CRD 124152·SEC 801-107305·BRADENTION, FL
AUM
$456.8M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $175.9M
'21 · $197.8M
'22 · $279.7M
'23 · $324.3M
'25 · $410.4M
'26 · $456.8M
'20'26
$175.9M → $456.8M▲ +160%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 3 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1724 MANATEE AVE WBRADENTON, FL 34205
Business
1724 MANATEE AVE WESTBRADENTON, FL 34205
Edgar Recent Filings
13F-HR2026-04-21 · 0000906396-26-000002
13F-HR2026-01-20 · 0000906396-26-000001