Mason & Associates, LLC

Overview

Mason & Associates, LLC operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves individual and family clients and functions as a capital allocator, using third-party managers as part of its solution set. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through seminars or workshops. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The snapshot data flags the firm as not an active ESG investor and not a multistate adviser, while also indicating individual ownership. The firm’s activities note a focus on direct portfolio management and manager selection rather than institutional consulting or pension advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices