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MOS Capital
MOS Capital was founded in 2000 by its three eponymous principals in Ponte Vedra Beach, Florida. The firm operates as a registered investment advisor serving...
MOS Capital
MOS Capital was founded in 2000 by its three eponymous principals in Ponte Vedra Beach, Florida. The firm operates as a registered investment advisor serving individuals, trusts, endowments, foundations, corporations, and other money management firms. Its principal offices remain in Ponte Vedra Beach / Palm Valley. MOS provides fully managed investment services built on an independent research foundation. The firm's client base spans individual and institutional mandates, with asset allocation and portfolio management as core service lines. It advises entities ranging from personal trusts to corporate accounts. Specific investment positions or fund structures are not publicly disclosed. The firm maintains a business continuity plan designed to protect client records and ensure operational resilience during significant disruptions. The plan covers contingency procedures for employees, physical facilities, communications, and information technology. No additional offices, adjacent vehicles, or recent personnel moves are publicly documented. MOS Capital's structure is that of a compact, owner-operated advisory practice — the three named principals remain embedded in the firm's identity. The firm's independence, free from a parent institution, and its direct client service model differentiate it from larger aggregated wealth platforms.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ponte Vedra Beach
Corporate office
Ponte Vedra Beach, FL, United States
Principals
Moore
Principal
O'Neil
Principal
Shropshire
Principal
Frequently asked questions
Who runs investment decisions at MOS Capital?
The firm's name — Moore, O'Neil & Shropshire — identifies the three founders and principals who operate the firm. Investment decisions are made under their direction as an independent research and management company. No additional named investment committee members are publicly disclosed.
What types of clients does MOS Capital serve?
MOS Capital provides fully managed investment services to individuals, trusts, endowments, foundations, corporations, and other money management firms. The firm's ADV Part II is available for detailed service descriptions.
Does MOS Capital operate as a multi-family office?
No. MOS Capital is a registered investment advisor, not a family office. It serves a broad client base that includes but is not limited to family-related entities such as trusts and foundations.
What is MOS Capital's investment strategy?
The firm provides asset management, asset allocation, and portfolio management services. Specific asset classes, portfolio holdings, or strategy mandates are not publicly disclosed on its website. The firm states its mission is to exceed client performance objectives and service expectations.
How does MOS Capital ensure business continuity during disruptions?
MOS Capital has a business continuity plan that includes contingency procedures for employees, physical facilities, communications, and information technology. In the event of a significant business disruption, clients can call the main number for an updated message or contact their custodian directly for access to funds and transactions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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