Mason Investment Advisory Services Inc
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 111113
- Registered since
- December 20, 1982
- Website
- masoncompanies.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI43.71%
- Charitable Organizations34.71%
- Corporations / Businesses18.15%
- Pension & Profit Sharing Plans2.68%
- Individuals0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mason Investment Advisory Services Inc. is an independent, SEC-registered RIA that has been operating since 1982. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining discretionary portfolio management with financial planning and the selection of third-party managers. Its fee model includes percentage-of-AUM arrangements and fixed fees. Mason identifies as an active ESG investor and lists an insurance company among its industry affiliations. The firm has been recognized on multiple industry lists and rankings (appearances in Barron's, CNBC, Financial Times and FA Magazine between 2020 and 2025).
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 Funds96%
- Exchange Traded Equities1%
- Non-Exchange Traded Equities1%
- Private Funds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 6
John Delaney
Chief Compliance OfficerCRD 6877307
William Mason
Founder and CEOCRD 322341
Christopher Schreiner
Co-ceoCRD 3154419
Contacts
3 of 29
Mark Haynes
Investment ConsultantCRD 4408607
Eric Rife
Financial PlannerCRD 6357458
Loizos Kapnisi
Senior Financial PlannerCRD 5817380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$2.7B in ETFs
48%
$1.3B
49%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $893M | 4,471,056 | 32.88% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 11921 Freedom Dr
- Time zone
- ET (UTC-5)
- Office locations
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