Charles Albert Moss

Employer firm

Mainsail Asset Management, LLC CRD 128373

$599M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → Present
  Mainsail Asset Management, Llc
  Birmingham, AL
• 06/2012 → 05/2016
  Davidson College
  Davidson, NC
• 06/2016 → 10/2017
  Vanderbilt University Owen Graduate School Of Management
  Nashville, TN
• 10/2017 → 12/2020
  Pricewaterhousecoopers
  Nashville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-03

Other Names

• Charles Albert Moss