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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

MGO INVESTMENT ADVISORS INC.

CRD 109884

BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92b8b345-a059-3749-a98d-1a6f3216396e

Data as of Mar 25, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2012 to Mar 25, 2022
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.0BItem 5.F on the latest filing (2022-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $519M
Private client RAUM: $283MderivedItem 5.D individuals plus high net worth individuals
Private client share: 28%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4,877
Individual clients: 526
High net worth clients: 88
SEC number: 801-17104
CRD: 109884
Filings on the tape: 16
First filed: Mar 29, 2012
Latest filed: Mar 25, 2022
Organised: Corporation, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GROSS, RONALD, SCOTT	President	E	yes	06/2017	Mar 29, 2012	Mar 25, 2022
GROSS, RONALD, SCOTT	President	Na	yes	06/2017	Mar 29, 2012	Mar 25, 2022
MOSKAL GROSS ORCHOSKY INC.	PARENT CORPORATION	E	yes	04/2004	Mar 29, 2012	Mar 25, 2022
ORCHOSKY, PAUL, JOSEPH	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2013	Mar 29, 2012	Mar 25, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WE ARE ONE SEVEN, LLC	n/a	Independent wealth	$7.7B	Y	yes	n/a
MGO SECURITIES CORP.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Akron	Oh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 25, 2022	$1.0B	$519M	8	7	1	n/a	n/a
2020	Mar 30, 2021	$911M	$455M	10	7	1	n/a	n/a
2019	Mar 27, 2020	$842M	$429M	9	5	1	n/a	n/a
2018	Mar 29, 2019	$696M	$357M	7	7	1	n/a	n/a
2017	Mar 26, 2018	$733M	$375M	5	5	1	n/a	n/a
2016	Mar 30, 2017	$654M	$321M	5	5	n/a	n/a	n/a
2015	Mar 23, 2016	$626M	$311M	5	5	n/a	n/a	n/a
2014	Feb 11, 2015	$616M	$316M	5	5	n/a	n/a	n/a
2013	Mar 28, 2014	$557M	$287M	5	5	n/a	n/a	n/a
2012	Mar 26, 2013	$471M	$255M	4	4	n/a	n/a	n/a
2011	Mar 29, 2012	$419M	$220M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.0B	$911M	11.2%	$696M	13.4%	8	10	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Oneseven	3	Jun 9, 2022	May 13, 2022	BEACHWOOD, OH	Firm absorbed	RIA to RIA	100.0%

Relationships

Affiliated with (1)

→ ONESEVENRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← ORCHOSKY, PAUL, JOSEPHOwnerVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← GROSS, RONALD, SCOTTOwnerPRESIDENT, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← MOSKAL GROSS ORCHOSKY INC.OwnerPARENT CORPORATION, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV

Registered with (3)

← PAUL JOSEPH ORCHOSKYAdvisorregistration: previous registration
Feb 27, 2012 to Jun 9, 2022factForm ADV
← BRAD ALAN WINGLERAdvisorregistration: previous registration
Jan 24, 2022 to Jun 9, 2022factForm ADV
← SCOTT MICHAEL LEPAAdvisorregistration: previous registration
Jul 14, 2017 to Jun 9, 2022factForm ADV

Moved with (1)

→ ONESEVENRegistered adviser3 advisors, firm absorbed, same day
Jun 9, 2022 to May 13, 2022factForm ADV

Dated events

Occurred
Jun 9, 2022
Firm absorbed
Mgo Investment Advisors Inc.'s advisors moved to Oneseven (Beachwood, OH): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jun 9, 2022
Advisor changed firm
Paul Joseph Orchosky left Mgo Investment Advisors Inc. for Oneseven (registered 2022-05-13)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2022
Advisor changed firm
Brad Alan Wingler left Mgo Investment Advisors Inc. for Oneseven (registered 2022-02-09)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2022
Advisor changed firm
Scott Michael Lepa left Mgo Investment Advisors Inc. for Oneseven (registered 2022-05-13)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92b8b345-a059-3749-a98d-1a6f3216396e
First observed: Mar 29, 2012
Last observed: Mar 25, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MGO INVESTMENT ADVISORS INC.

CRD 109884

BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92b8b345-a059-3749-a98d-1a6f3216396e

Data as of Mar 25, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GROSS, RONALD, SCOTT

President

yes

06/2017

Mar 29, 2012

Mar 25, 2022

GROSS, RONALD, SCOTT

President

yes

06/2017

Mar 29, 2012

Mar 25, 2022

MOSKAL GROSS ORCHOSKY INC.

PARENT CORPORATION

yes

04/2004

Mar 29, 2012

Mar 25, 2022

ORCHOSKY, PAUL, JOSEPH

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

03/2013

Mar 29, 2012

Mar 25, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WE ARE ONE SEVEN, LLC

n/a

Independent wealth

$7.7B

yes

n/a

MGO SECURITIES CORP.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Akron

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 25, 2022

$1.0B

$519M

n/a

2020

Mar 30, 2021

$911M

$455M

n/a

2019

Mar 27, 2020

$842M

$429M

n/a

2018

Mar 29, 2019

$696M

$357M

n/a

2017

Mar 26, 2018

$733M

$375M

n/a

2016

Mar 30, 2017

$654M

$321M

n/a

2015

Mar 23, 2016

$626M

$311M

n/a

2014

Feb 11, 2015

$616M

$316M

n/a

2013

Mar 28, 2014

$557M

$287M

n/a

2012

Mar 26, 2013

$471M

$255M

n/a

2011

Mar 29, 2012

$419M

$220M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.0B

$911M

11.2%

$696M

13.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Oneseven

Jun 9, 2022

May 13, 2022

BEACHWOOD, OH

Firm absorbed

RIA to RIA

100.0%