MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

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MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

UUIDa34c5d6e-836a-5af2-b56d-c0b0ed554235

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	123322	123322	—	1.0
sec_file_number	801-101544	801-101544	—	—

Profile

WebsiteHTTP://INVESTWITHMOSAIC.COM

HQ CityMECHANICSBURG

HQ StatePA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)340,449,686.0
RAUM (discretionary)329,803,330.0
Actionable assets291,364,955.0
Accounts701.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM3,375,026.0
HNW AUM287,989,929.0

As of 2025-04-30 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
DEMUTH, DONALD, LYNN	PRESIDENT/CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016375", "owner_id": "4574042", "source": "adv_part1", "table": "Schedule_A_B"}
HARRIS, JOHN, JONES	VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2016375", "owner_id": "5022732", "source": "adv_part1", "table": "Schedule_A_B"}
MCKENZIE, GLENN, CARRICK	VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2016375", "owner_id": "4717514", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

DEMUTH, DONALD, LYNN

PRESIDENT/CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2016375", "owner_id": "4574042", "source": "adv_part1", "table": "Schedule_A_B"}

HARRIS, JOHN, JONES

VICE PRESIDENT

EMPLOYEE

—

{"filing_id": "2016375", "owner_id": "5022732", "source": "adv_part1", "table": "Schedule_A_B"}

MCKENZIE, GLENN, CARRICK

VICE PRESIDENT

EMPLOYEE

—

{"filing_id": "2016375", "owner_id": "4717514", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/16/2025 02:57:47 PM",
  "filing_id": "2016375",
  "reg_type": "IA"
}
```

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1