RIA Intel›Advisers›Florida›MOSS & COMPANY, P.A.

MOSS & COMPANY, P.A.

Advisory

MAITLAND, FL

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in FL

#1,470

of 2,610 advisers by AUM

Average account

$667K

across 105 accounts

AUM per adviser

$70M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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