Mezzasalma Advisors, Llc
- Regulatory AUM
- $534M
- Discretionary
- $534M
- Clients
- 373
- Avg AUM / client
- $1.4M
- Accounts
- 1,124
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 155 positions, $391,360,057)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc | COM | $25,005,392 | 67,264 | 6.39% | 4.68% |
| 2 | Alphabet Inc | CAP STK CL A | $24,566,031 | 85,429 | 6.28% | 4.6% |
| 3 | Apple Inc | COM | $24,219,320 | 95,431 | 6.19% | 4.53% |
| 4 | Nvidia Corporation | COM | $23,499,371 | 134,744 | 6.0% | 4.4% |
| 5 | Meta Platforms Inc | CL A | $20,979,777 | 36,670 | 5.36% | 3.93% |
| 6 | Amazon Com Inc | COM | $14,152,155 | 67,951 | 3.62% | 2.65% |
| 7 | Berkshire Hathaway Inc Del | CL B NEW | $14,121,545 | 29,469 | 3.61% | 2.64% |
| 8 | Arista Networks Inc | COM SHS | $13,433,360 | 109,410 | 3.43% | 2.51% |
| 9 | Visa Inc | COM CL A | $11,225,642 | 37,141 | 2.87% | 2.1% |
| 10 | Bloom Energy Corp | COM CL A | $10,896,106 | 80,420 | 2.78% | 2.04% |
| 11 | Emcor Group Inc | COM | $9,571,485 | 12,964 | 2.45% | 1.79% |
| 12 | Microsoft Corp | COM | $8,659,826 | 23,394 | 2.21% | 1.62% |
| 13 | Schwab Charles Corp | COM | $8,323,525 | 88,567 | 2.13% | 1.56% |
| 14 | Netflix Inc. | COM | $8,002,372 | 83,228 | 2.04% | 1.5% |
| 15 | Royal Caribbean Group | COM | $7,422,527 | 26,973 | 1.9% | 1.39% |
| 16 | Vertiv Holdings Co | COM CL A | $6,803,748 | 27,152 | 1.74% | 1.27% |
| 17 | Exxon Mobil Corp | COM | $6,390,260 | 37,665 | 1.63% | 1.2% |
| 18 | Costco Wholesale Corporation | COM | $5,830,228 | 5,851 | 1.49% | 1.09% |
| 19 | Carpenter Technology Corp | COM | $5,570,128 | 14,132 | 1.42% | 1.04% |
| 20 | Ishares Tr | RUS TP200 GR ETF | $4,941,741 | 30,516 | 1.26% | 0.92% |
| 21 | Select Sector Spdr Tr | STATE STREET TEC | $4,286,040 | 43,330 | 1.1% | 0.8% |
| 22 | Vanguard Index Fds | GROWTH ETF | $4,082,272 | 19,805 | 1.04% | 0.76% |
| 23 | Ishares Tr | CORE S&P500 ETF | $3,995,032 | 6,116 | 1.02% | 0.75% |
| 24 | Targa Res Corp | COM | $3,942,351 | 15,723 | 1.01% | 0.74% |
| 25 | Taiwan Semiconductor Manufac | SPONSORED ADS | $3,909,744 | 11,569 | 1.0% | 0.73% |
Top 25 of 155 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 182 | $23.3M | 4.36% |
| High net worth individuals | 182 | $493M | 92.2% |
| Pension and profit sharing plans | 9 | $11.4M | 2.14% |
| Charitable organizations | Fewer than 5 clients | $389K | 0.07% |
| Corporations and other businesses | Fewer than 5 clients | $6.7M | 1.25% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Douglas Mezzasalma | Managing Member And Chief Compliance Officer | CFP | Dec 1995 (31y) | 25% – 50% |
| Anthony M Mezzasalma | Owner & Investment Adviser Representative | CFP | Jul 2018 (8y) | 75% or more |
| Joseph Henry Doerrer | Registered representative | CFP | Jun 2021 (5y) | |
| Gregory F Scrofani | Registered representative | Feb 2025 (1y) | ||
| Stephen Mark Gross | Registered representative | CFP | Jul 2025 (1y) | |
| Cacike Estrada | Registered representative | Jul 2025 (1y) | ||
| James David Babcock | Registered representative | CFA | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $534M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗