M
Mobjack Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,372,370
Clients
23
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$59,668
About
Mobjack Investments provides investment advisory services primarily to individual clients and manages a variety of account types, including individual and retirement accounts, custodial accounts, trusts, estates, corporate accounts and investment clubs. The firm operates as a sole proprietorship with a small client base and accepts clients without a stated account minimum.
The firm’s investment process emphasizes fundamental analysis, supplemented by technical indicators like volume and moving averages, and focuses on individual securities, ETFs, bonds and CDs rather than mutual funds. It generally manages accounts on a discretionary basis, monitors holdings daily, conducts annual reviews or reviews on client request, and will accommodate more frequent trading if a client desires.
Distinctive features include the use of a single broker‑custodian (Inspira) as the exclusive execution platform and the adviser’s status as a registered representative of a broker‑dealer, an arrangement that is uncommon among independent sole practitioners. The brochure also notes that the firm offers paid portfolio analyses to non‑clients, does not accept proxy‑voting authority while providing voting information from the custodian, and will implement socially responsible investing screens at a client’s request.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Active portfolio management
Fee options
1% annually (100 basis points), charged quarterly at 0.25% per quarter
$105 per hour for portfolio analysis for non-clients
Main office location
Mobjack Investments
Ripley MO, United States
Number of offices
1
Most active in
Mobjack Investments has reported serving >5 clients in these states in the last 12 months.
Missouri · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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