# Mosaic Financial Group

Mosaic Financial Group is a RIA based in Chicago, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** mosaicfg.com
- **LinkedIn:** https://www.linkedin.com/company/themosaicfinancialgroup

## Regulatory record

- **CRD number:** 109816
- **SEC file number:** 801-58120
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109816

## About

The Mosaic Financial Group, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2000. The firm manages $949 million in assets, with $305 million on a discretionary basis. It has 27 employees and 9 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Private Wealth

## People

- John A. Nersesian — Managing Director
- David J. Lantsberger — Managing Director

## Questions

### Who runs investment decisions at Mosaic Financial Group?

Investment decisions at Mosaic Financial Group are made by the advisory team led by Managing Directors John Nersesian and David Lantsberger. The firm uses a committee-based approach to select and monitor investment vehicles, primarily through third-party ETFs, mutual funds, and alternative manager allocations. Client portfolios are customized based on financial plans and risk profiles.

### What investment stages and sectors does Mosaic Financial Group focus on?

Mosaic Financial Group focuses on liquid public markets for core client portfolios — equities, fixed income, and alternatives. It does not target specific venture or growth equity stages. Sector allocations are determined by broad market indices and client-specific risk parameters, not by top-down thematic bets.

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Last updated: 2026-06-03T20:00:00.000Z

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