Jacob Moshier
Flower City Capital · Pittsford, New York
Jacob Moshier is a fee-only financial advisor at Flower City Capital in Pittsford, New York, who holds the CFP credential. Flower City Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Flower City Capital |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $444.6M across 957 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 8228630 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.flowercitycapital.com |
How Jacob's firm compares
- Flower City Capital's average account is about $465,000, from its Form ADV (assets managed divided by 957 accounts).
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Questions about Jacob
Is Jacob Moshier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Flower City Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Flower City Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Moshier based?
Jacob Moshier is based in Pittsford, New York.
What credentials does Jacob Moshier hold?
Jacob Moshier holds the CFP credential.
Is Jacob Moshier registered with the SEC?
Yes. Jacob Moshier is registered as an investment adviser representative in NY (CRD 8228630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flower City Capital manage?
Flower City Capital reports $444.6M across 957 accounts in assets under management.
How do I contact Jacob Moshier?
Through Jacob's website, www.flowercitycapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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