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MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

MECHANICSBURG, PA · CRD 123322 · IAPD ↗ · investwithmosaic.com · 717-790-9001

$398.4MRegulatory AUM
4Advisory reps
5Employees
2Clients
51-100Planning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
May 2025 — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2025 — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY now reports custody of client assets ($45.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
February 2024 — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.