# MOSELEY INVESTMENT MANAGEMENT, INC.

MOSELEY INVESTMENT MANAGEMENT, INC. of BRADENTION, FL is an SEC-registered investment adviser.

## Registration

- CRD: 124152
- Type: SEC-registered investment adviser
- SEC file number: 801-107305
- Location: 1724 MANATEE AVENUE W, BRADENTION, FL, 34205
- Phone: 941-745-2799
- Latest filing: 2026-03-17
- Regulatory AUM: $456.8M
- Discretionary AUM: $447.6M
- Non-discretionary AUM: $9.2M
- Clients: 7
- Accounts: 935

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Susan Shepard Moseley](https://search.stillhousedata.com/person/694222) | PRESIDENT | — |
| [Dina L Villalobos](https://search.stillhousedata.com/person/694223) | CCO | — |
| [Ryan Thomas Moseley](https://search.stillhousedata.com/person/694224) | VICE PRESIDENT | — |
| [MOSELEY SUSAN SHEPARD](https://search.stillhousedata.com/person/764800) | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| [Villalobos DINA L](https://search.stillhousedata.com/person/837765) | CCO | — |
| [MOSELEY RYAN THOMAS](https://search.stillhousedata.com/person/852050) | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124152/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124152/similar
- Related entities: https://search.stillhousedata.com/firm/124152/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124152

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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.