Fee-only adviser · Sherman Oaks, CA
Mostt Inc.
Mostt Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sherman Oaks, California. On its latest Form ADV, filed March 9, 2026, it reports $254K in regulatory assets under management, 1,230 individual clients and 1 employee who gives 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 | 332063 · SEC file 801-130806 |
| Office | 14140 Ventura Blvd. Ste 201 Sherman Oaks, CA 91423 |
| Phone | (310) 923-0363 |
| Website | mostt.co |
| Regulatory assets under management | $254K |
| Individual clients | 1,230 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Fixed fee |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 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.
- 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 Sherman Oaks
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- Billfold Budget Counseling Not reported
- Shucha Wealth Management LLC $13M
- Davidson Kahn Capital Management, LLC $415M
- Katam Hill LLC $42M
- KB Private Wealth Management Group $8.5M
See all 7 fee-only advisers in Sherman Oaks →
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