# THE MOSAIC FINANCIAL GROUP, LLC

THE MOSAIC FINANCIAL GROUP, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 109816
- Type: SEC-registered investment adviser
- SEC file number: 801-58120
- Location: 225 W. RANDOLPH STREET, SUITE 2425, CHICAGO, IL, 60606
- Phone: 312-255-5490
- Latest filing: 2026-03-25
- Regulatory AUM: $948.7M
- Discretionary AUM: $305.2M
- Non-discretionary AUM: $643.5M
- Clients: 27
- Accounts: 596

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jane-Ellen Marie Wolak | PARTNER | — |
| Derrick J Allen | PARTNER | — |
| Timothy John Debruyne | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| STRAMA KATHERINE ANNE | MEMBER | — |
| WOLAK JANE-ELLEN MARIE | MEMBER, CCO; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER (+1 more) | — |
| JACKSON THOMAS JAMES | MEMBER; PARTNER | — |
| STEPNICKA CRAIG DOUGLAS | DIRECTOR | — |
| WOLAK JANE-ELLEN | MEMBER; MEMBER, CCO | — |
| JACKSON THOMAS | MEMBER | — |
| HAGEDORN JAMES GERARD | MEMBER | — |
| WOLAK JANE | MEMBER | — |
| ALLEN LAURA J | PARTNER | — |
| DEBRUYNE TIMOTHY JOHN | PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Derrick J. Allen | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109816/similar
- Related entities: https://search.stillhousedata.com/firm/109816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.