Jillian Martin O'Neil
MOS Capital · Ponte Vedra Beach, Florida
Jillian Martin O'Neil is a fee-only financial advisor at MOS Capital in Ponte Vedra Beach, Florida. MOS Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | MOS Capital |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $230.0M across 342 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1753554 |
| Exams passed | Series 63 (1988) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.moscapital.com |
How Jillian's firm compares
- MOS Capital's average account is about $673,000, from its Form ADV (assets managed divided by 342 accounts).
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Questions about Jillian
Is Jillian Martin O'Neil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jillian holds no broker registration, and MOS Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jillian charge for financial advice?
Jillian's firm, MOS Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jillian Martin O'Neil based?
Jillian Martin O'Neil is based in Ponte Vedra Beach, Florida.
Is Jillian Martin O'Neil registered with the SEC?
Yes. Jillian Martin O'Neil is registered as an investment adviser representative in FL (CRD 1753554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MOS Capital manage?
MOS Capital reports $230.0M across 342 accounts in assets under management.
How do I contact Jillian Martin O'Neil?
Through Jillian's website, www.moscapital.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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