# MOSAIC ADVISORS LLC

MOSAIC ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 164913
- Type: SEC-registered investment adviser
- SEC file number: 801-99369
- Location: 3773 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, 77046
- Phone: 713-980-4100
- Latest filing: 2026-07-24
- Regulatory AUM: $580.5M
- Discretionary AUM: $570.9M
- Non-discretionary AUM: $9.6M
- Clients: 27
- Accounts: 275

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| HENRY SPENCE ROSS | DIRECTOR; PARTNER | NASHVILLE, TN |
| Brandon Ross Henry | PARTNER | — |
| Carey Stuart Kesner | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| GOLDBERG LEONARD LEE | MANAGING DIRECTOR; MANAGING PARTNER | — |
| KESNER CAREY STUART | DIRECTOR AND CHIEF COMPLIANCE OFFICER; PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| PERRAS CHRISTOPHER | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164913/similar
- Related entities: https://search.stillhousedata.com/firm/164913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164913

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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.