MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
Adviser information for MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 660 | $277.0M |
| Non-Discretionary | 16 | $10.4M |
| Total | 676 | $287.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 85 | $40.2M |
| HNW Individuals | 77 | $244.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $2.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-101544 |
|---|---|
| SEC ERA File Number | 801-101544 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 123322 |
| Legal Entity Identifier | None |
Principal Office
940 CENTURY DRIVESUITE B
MECHANICSBURG
PA
United States
Monday - Friday, 8:00A.M.-5:00P.M.
Tel: 717-790-9001, Fax: 717-790-9031
Websites
Chief Compliance Officer
DONALD L. DEMUTH
PRESIDENT, RIA
940 CENTURY DR.
SUITE B
MECHANICSBURG
PA
United States
Tel:
717-790-9001
Fax:
717-790-9031
D******@*******************M
(Full email address available in API data)
Regulatory Contact
LORI NEIDEL
910 E. BROADWAY
STE 210
COLUMBIA
MO
United States
Tel:
573-416-8076
L***@************************M
(Full email address available in API data)
Industry Affiliates
| DEMUTH & KAUFMAN PROFESSIONAL MANAGEMENT CONSULTANTS | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEMUTH, DONALD, LYNN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 08/2002 | > 75% |
| MCKENZIE, GLENN, CARRICK | Individual | – | VICE PRESIDENT | 12/2021 | < 5% |
| WILLIAMS, JONATHAN, MARK | Individual | – | VICE PRESIDENT | 02/2023 | < 5% |
| HARRIS, JOHN, JONES | Individual | – | VICE PRESIDENT | 01/2023 | < 5% |