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MOSELEY INVESTMENT MANAGEMENT, INC.

BRADENTION, FL · CRD 124152 · IAPD ↗ · moseleyinvestment.com · 941-745-2799

$456.8MRegulatory AUM
3Advisory reps
7Employees
2Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — MOSELEY INVESTMENT MANAGEMENT, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — MOSELEY INVESTMENT MANAGEMENT, INC. shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — MOSELEY INVESTMENT MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — MOSELEY INVESTMENT MANAGEMENT, INC. reported RAUM up 36% ($258.1M -> $351.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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