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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD 123322

MECHANICSBURG, PA

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:cea2f5c9-e1a3-7f44-999b-29ea69e9a2e1

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Feb 23, 2012 to Jul 20, 2026
31 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $398MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $387M
Private client RAUM: $395MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $99.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 715
Individual clients: 88
High net worth clients: 87
Custody, client assets: $61.4M
SEC number: 801-101544
CRD: 123322
Filings on the tape: 31
First filed: Feb 23, 2012
Latest filed: Jul 20, 2026
Organised: Corporation, PA
Website: investwithmosaic.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD LYNN DEMUTH	Personal Financial Specialist\|Chartered Financial Analyst	MECHANICSBURG, PA	23	50	1	no
JOHN JONES HARRIS	Certified Financial Planner	MECHANICSBURG, PA	3	26	1	no
GLENN CARRICK MCKENZIE	n/a	MECHANICSBURG, PA	3	21	3	no
DREW MATTHEW DEMUTH	Chartered Financial Analyst	MECHANICSBURG, PA	0	12	n/a	no

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
DEMUTH, DONALD, LYNN	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	08/2002	Feb 23, 2012	Mar 15, 2024
HARRIS, JOHN, JONES	VICE PRESIDENT	Na	no	01/2023	Mar 22, 2023	Mar 15, 2024
MCKENZIE, GLENN, CARRICK	VICE PRESIDENT	Na	no	12/2021	Jan 25, 2022	Mar 15, 2024
WILLIAMS, JONATHAN, MARK	VICE PRESIDENT	Na	no	02/2023	Mar 22, 2023	Mar 15, 2024

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
DEMUTH & KAUFMAN PROFESSIONAL MANAGEMENT CONSULTANTS	n/a	n/a	n/a	N	yes	n/a

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; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$398M	$387M	4	3	0	n/a	n/a
2024	Apr 30, 2025	$340M	$330M	4	4	1	n/a	n/a
2023	Mar 15, 2024	$287M	$277M	4	4	0	n/a	n/a
2022	Mar 22, 2023	$251M	$242M	4	3	0	n/a	n/a
2021	Mar 24, 2022	$303M	$291M	3	3	0	n/a	n/a
2020	Mar 25, 2021	$255M	$246M	2	2	0	n/a	n/a
2019	Feb 21, 2020	$206M	$199M	3	3	0	n/a	n/a
2018	Mar 25, 2019	$152M	$146M	3	3	0	n/a	n/a
2017	Mar 20, 2018	$142M	$136M	3	3	0	n/a	n/a
2016	Jan 26, 2017	$114M	$110M	2	2	n/a	n/a	n/a
2015	Feb 24, 2016	$97.2M	$92.8M	3	2	n/a	n/a	n/a
2011	Feb 23, 2012	$50.4M	$48.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$398M	$340M	17.0%	$251M	16.6%	5	4	0	1

Relationships

Registered with (6)

← DREW MATTHEW DEMUTHAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← GLENN CARRICK MCKENZIEAdvisorregistration: current employment
May 25, 2023 to presentfactForm ADV
← JOHN JONES HARRISAdvisorregistration: current employment
Feb 14, 2023 to presentfactForm ADV
← DONALD LYNN DEMUTHAdvisorregistration: current employment
Feb 10, 2003 to presentfactForm ADV
← TEANCUM DONALD LIGHTAdvisorregistration: previous registration
Sep 29, 2017 to Jan 25, 2022factForm ADV
← JAMES KENNETH ADAMSAdvisorregistration: previous registration
Jun 23, 2016 to Nov 30, 2020factForm ADV

Owns (3)

← WILLIAMS, JONATHAN, MARKOwnerVICE PRESIDENT, ownership code NA, individual
Mar 22, 2023 to Mar 15, 2024factForm ADV
← MCKENZIE, GLENN, CARRICKOwnerVICE PRESIDENT, ownership code NA, individual
Jan 25, 2022 to Mar 15, 2024factForm ADV
← HARRIS, JOHN, JONESOwnerVICE PRESIDENT, ownership code NA, individual
Mar 22, 2023 to Mar 15, 2024factForm ADV

Controls (1)

← DEMUTH, DONALD, LYNNOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 23, 2012 to Mar 15, 2024factForm ADV

Dated events

Occurred
Jan 25, 2022
Advisor changed firm
Teancum Donald Light left Mighty Oak Strong America Investment Company for Lighthouse Wealth Management, Llc (registered 2021-01-29)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2015
First Form ADV filing
Mighty Oak Strong America Investment Company filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cea2f5c9-e1a3-7f44-999b-29ea69e9a2e1
First observed: Feb 23, 2012
Last observed: Jul 20, 2026 2 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.

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD 123322

MECHANICSBURG, PA

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:cea2f5c9-e1a3-7f44-999b-29ea69e9a2e1

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD LYNN DEMUTH

Personal Financial Specialist|Chartered Financial Analyst

MECHANICSBURG, PA

JOHN JONES HARRIS

Certified Financial Planner

MECHANICSBURG, PA

GLENN CARRICK MCKENZIE

n/a

MECHANICSBURG, PA

DREW MATTHEW DEMUTH

Chartered Financial Analyst

MECHANICSBURG, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEMUTH, DONALD, LYNN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

08/2002

Feb 23, 2012

Mar 15, 2024

HARRIS, JOHN, JONES

VICE PRESIDENT

01/2023

Mar 22, 2023

Mar 15, 2024

MCKENZIE, GLENN, CARRICK

VICE PRESIDENT

12/2021

Jan 25, 2022

Mar 15, 2024

WILLIAMS, JONATHAN, MARK

VICE PRESIDENT

02/2023

Mar 22, 2023

Mar 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DEMUTH & KAUFMAN PROFESSIONAL MANAGEMENT CONSULTANTS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$398M

$387M

n/a

2024

Apr 30, 2025

$340M

$330M

n/a

2023

Mar 15, 2024

$287M

$277M

n/a

2022

Mar 22, 2023

$251M

$242M

n/a

2021

Mar 24, 2022

$303M

$291M

n/a

2020

Mar 25, 2021

$255M

$246M

n/a

2019

Feb 21, 2020

$206M

$199M

n/a

2018

Mar 25, 2019

$152M

$146M

n/a

2017

Mar 20, 2018

$142M

$136M

n/a

2016

Jan 26, 2017

$114M

$110M

n/a

2015

Feb 24, 2016

$97.2M

$92.8M

n/a

2011

Feb 23, 2012

$50.4M

$48.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$398M

$340M

17.0%

$251M

16.6%