Fee-only adviser · Bradenton, FL
Moseley Investment Management, Inc.
Moseley Investment Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bradenton, Florida. On its latest Form ADV, filed March 17, 2026, it reports $457M in regulatory assets under management, 359 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 124152 · SEC file 801-107305 |
| Office | 1724 Manatee Avenue W Bradenton, FL 34205 |
| Phone | (941) 745-2799 |
| Website | www.moseleyinvestment.com |
| Regulatory assets under management | $457M ($448M discretionary) |
| Individual clients | 246 non-high-net-worth, 113 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management, Selection of other advisers |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bradenton
- Pullen Investment Management $221M
- Parker Financial Planning, LLC. $12M
- Setchfield Asset Management $193M
- Peninsula Asset Management Inc $284M
- Monarch Asset Management LLC $76M
See all 6 fee-only advisers in Bradenton →
Nearby
- Longboat Key 2 firms
- Sarasota 33 firms
- Lakewood Ranch 6 firms
- St. Petersburg 17 firms
- Seminole 2 firms
- Venice 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Moseley Investment Management, Inc.? Update this listing.