Mokosak Advisory Group, LLC
Mokosak Advisory Group, LLC is an independent investment advisory and wealth management firm headquartered in Urbandale, Iowa. Founded in 2008, the firm provides personalized financial planning and investment management services primarily to individuals, including both high-net-worth and other individuals. As of 2025, the firm manages approximately $345 million in assets with a small team of about 4 employees, all working as investors. Mokosak Advisory Group is led by principals Richard Frank Mokosak and Ryan Page and serves clients looking for disciplined asset management and personalized financial counsel.
Investment Strategy
Mokosak Advisory Group, LLC focuses on custom investment management and financial planning tailored to the unique needs of each client. The firm primarily serves individuals—both high-net-worth and non-high-net-worth—by constructing diversified portfolios that emphasize broad asset class exposure, cost efficiency, and risk management. The strategy includes both passive and actively managed funds, diligent portfolio rebalancing, and regular client consultations to ensure alignment with long-term financial goals. The group aims to deliver customized solutions with an emphasis on service and continuity.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHV | SCHWAB STRATEGIC TR | 22.45% | $85.8M | 2,948,293 | $20.21 | $29.11 | +$5.3M |
V VBR | VANGUARD INDEX FDS | 16.91% | $64.6M | 309,726 | $140.55 | $208.71 | +$5.2M |
S SCHG | SCHWAB STRATEGIC TR | 9.72% | $37.2M | 1,164,482 | $11.11 | $31.91 | +$3.1M |
S SCHA | SCHWAB STRATEGIC TR | 8.67% | $33.1M | 1,187,656 | $19.24 | $27.90 | +$3.4M |
S SCHM | SCHWAB STRATEGIC TR | 8.50% | $32.5M | 1,096,069 | $20.05 | $29.64 | +$2.2M |