MOS Capital, Inc.
SEC RegisteredAbout the firm
MOS Capital, Inc. (MOS - "Moore, O'Neil & Shropshire") is an independent investment research and management company serving individuals, trusts, endowments, foundations, corporations, and other money management firms. The company maintains principal offices in Florida. Its corporate mission is to exceed both the performance objectives and the service expectations of every client that it serves.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fully managed investment services; independent investment research and management.
Who they serve
Individuals, trusts, endowments, foundations, corporations, and other money management firms.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $17M |
| High Net Worth Individuals | 58 | $212M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On first $1,000,000 | 0.75% |
| On next $1,000,000 | 0.50% |
| Over $2,000,000 | 0.00% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MOS Capital, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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