Mighty Oak Strong America Investment provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, tax planning, and tax preparation. Financial planning was provided to 51–100 clients last fiscal year.
Mighty Oak Strong America Investment reports 176 clients. They include 88 individual clients, 87 high-net-worth individuals and 1 charitable organization. Of its assets, 97.1% ($387M across 703 accounts) are managed with discretion; $11.5M across 12 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 11% |
| High-net-worth individuals | 49% | 88% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 88 | $42.9M | 10.8% | $487K |
| High-net-worth individuals | 87 | $352M | 88.3% | $4.04M |
| Charitable organizations | Fewer than 5 | $3.8M | 1.0% | $3.8M |
| Total | 176 | $398M | 100% | — |
- Clients
- 88
- Regulatory AUM
- $42.9M
- AUM share
- 10.8%
- Avg. per client
- $487K
- Clients
- 87
- Regulatory AUM
- $352M
- AUM share
- 88.3%
- Avg. per client
- $4.04M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.8M
- AUM share
- 1.0%
- Avg. per client
- $3.8M
Total
- Clients
- 176
- Regulatory AUM
- $398M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Mighty Oak Strong America Investment charges 0.75%–1.00% for its Investment Management and Financial Planning. The brochure does not state whether the rate is annual. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Limited-scope financial planning
- Non-negotiable hourly fee based on the billing rate of the representative doing the work; hourly fees range from $215 to $475, estimated in advance.
Donald Demuth owns 75% or more of Mighty Oak Strong America Investment. The leadership team of Mighty Oak Strong America Investment includes President Donald Demuth. It has 5 employees, 4 of them in advisory roles.
Leadership
- Donald DemuthPresident/Chief Compliance Officer
- Drew DemuthVice President
- John HarrisVice President
- Glenn McKenzieVice President
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Donald Lynn Demuth
- Drew Matthew Demuth
- John Jones Harris
- Glenn Carrick McKenzie
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Mighty Oak Strong America Investment Company
Donald Demuth
Control person · since August 2002
Mighty Oak Strong America Investment’s regulatory assets grew from $281M (July 2021) to $398M (July 2026); clients rose from 158 to 176 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $398M | 176 | 5 | 1 |
| April 2025 | $340M | 173 | 4 | 2 |
| March 2024 | $287M | 163 | 4 | 1 |
| March 2023 | $251M | 165 | 4 | 1 |
| March 2022 | $303M | 155 | 3 | 1 |
| July 2021 | $281M | 158 | 3 | 1 |
Besides its headquarters, Mighty Oak Strong America Investment has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 940 Century Drive, Suite B, MechanicsburgHQ
Contact and registration details
- Legal name
- Mighty Oak Strong America Investment Company
- Headquarters
- 940 Century Drive, Suite B, Mechanicsburg, PA 17055-4376
- Website
- investwithmosaic.com
- Phone
- 717-790-9001
- SEC file
- 801-101544
- Founded
- 2002
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Mighty Oak Strong America Investment uses Fidelity ($398M) as custodian for its separately managed accounts. Mighty Oak Strong America Investment has custody of $61.4M in client assets for 44 clients.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $398M100%
At year end, Mighty Oak Strong America Investment’s separately managed accounts were mostly in funds (82%).
What the accounts hold
- Stocks8%
- Funds82%
- Cash9%
- Other1%
- Non-traded reit and annuities1%
How many clients does Mighty Oak Strong America Investment have?
Mighty Oak Strong America Investment has 176 clients and manages $398 million for them, as of July 2026. They include 88 individual clients, 87 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Mighty Oak Strong America Investment offer?
Mighty Oak Strong America Investment provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Mighty Oak Strong America Investment charge?
Mighty Oak Strong America Investment charges 0.75%–1.00% for its Investment Management and Financial Planning. The brochure does not state whether the rate is annual. The fee is billed in advance.
Source: MOSAIC ADV PART 2A ANNUAL AMENDMENT V.03.19.26, filed 19 March 2026
Which custodians does Mighty Oak Strong America Investment use?
Mighty Oak Strong America Investment’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $398M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Mighty Oak Strong America Investment have?
Mighty Oak Strong America Investment has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mighty Oak Strong America Investment invest in?
At the end of its last fiscal year, Mighty Oak Strong America Investment’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 8% exchange-traded equities and 1% other. The 1% other category is described as: Non-Traded Reit and Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mighty Oak Strong America Investment?
Mighty Oak Strong America Investment’s direct owner is Donald Demuth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Mighty Oak Strong America Investment get paid?
Mighty Oak Strong America Investment is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mighty Oak Strong America Investment registered with the SEC?
Yes, Mighty Oak Strong America Investment has been registered with the SEC as an investment adviser since 31 July 2015. Its CRD number is 123322 and its SEC file number is 801-101544.
Source: Form ADV Part 1A, Item 1, filed 20 July 2026; IAPD firm record
How do I contact Mighty Oak Strong America Investment?
Mighty Oak Strong America Investment’s main office is at 940 Century Drive, Suite B, Mechanicsburg, PA 17055-4376. Its phone number is 717-790-9001. Its website is investwithmosaic.com.