RIA Intel›Advisers›Florida›MOSELEY INVESTMENT MANAGEMENT, INC.

MOSELEY INVESTMENT MANAGEMENT, INC.

Advisory

N·BRADENTION, FL

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$457M
1-Year AUM Growth
+16.8%
3-Year CAGR
+8.3%
Employees
3
Assets Under Management
Total AUM$457M
Discretionary AUM$448M
Non-Discretionary AUM$9M
Discretionary %98%
Total Clients371
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingMar 13, 2008
Latest FilingMar 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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