SEC Form ADV · CIK 1808523

MOSAIC ADVISORS

Firm profile: Mosaic Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$580.5M
Assets Under Management
44
Total Clients
27
Employees
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Registration Details

CIK
1808523
Accession
crd-164913
Location
HOUSTON, TX
Filing Date
July 24, 2026
AUM
$580.5M
Total Clients
44
Employees
27
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

MOSAIC ADVISORS is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $580.5M in assets across 44 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.