Donald DeMuth
Mighty Oak Strong America Investment Company · Mechanicsburg, Pennsylvania
Donald DeMuth is a fee-only financial advisor at Mighty Oak Strong America Investment Company in Mechanicsburg, Pennsylvania, who holds the CFA, CHBC and CPA/PFS credentials. Donald focuses on physicians & residents, retirement planning and estate & legacy planning. Mighty Oak Strong America Investment Company reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Mighty Oak Strong America Investment Company |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $398.4M across 715 accounts |
| Credentials | CFA · CHBC · CPA/PFS · MBA |
| SEC registration | Investment adviser representative in PA, TX · CRD 4574042 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | investwithmosaic.com |
How Donald's firm compares
- Mighty Oak Strong America Investment Company's average account is about $557,000, from its Form ADV (assets managed divided by 715 accounts).
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Questions about Donald
Is Donald DeMuth a fee-only financial advisor?
Yes. Donald DeMuth is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Donald's firm.
How does Donald charge for financial advice?
Donald's firm, Mighty Oak Strong America Investment Company, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Donald DeMuth based?
Donald DeMuth is based in Mechanicsburg, Pennsylvania.
What does Donald specialize in?
Donald's specialties include physicians & residents, retirement planning, estate & legacy planning and tax planning. Donald works with physicians.
What credentials does Donald DeMuth hold?
Donald DeMuth holds the CFA, CHBC, CPA/PFS and MBA credentials.
Is Donald DeMuth registered with the SEC?
Yes. Donald DeMuth is registered as an investment adviser representative in PA and TX (CRD 4574042), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mighty Oak Strong America Investment Company manage?
Mighty Oak Strong America Investment Company reports $398.4M across 715 accounts in assets under management.
How do I contact Donald DeMuth?
Through Donald's website, investwithmosaic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mighty Oak Strong America Investment Company website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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