Mason & Associates, LLC
Firm details
- Headquarters
- Newport News, Virginia
- CRD number
- 307206
- Registered since
- August 24, 2020
- Website
- www.masonllc.net
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.94%
- Individuals31.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mason & Associates, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm positions itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Its fee menu includes percentage-of-AUM charges as well as hourly and fixed-fee arrangements. Mason & Associates does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$532M in ETFs
82%
$434M
18%
$97.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $156M | 444,490 | 29.42% |
Location
Newport News, VA
Newport News City
Location
Newport News, VA
Headquartered in Newport News, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Newport News City
- Address
- 2 Bayport Way
- Time zone
- ET (UTC-5)
- Office locations
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