Masonboro Advisors
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 145151
- Registered since
- July 28, 2025
- Website
- www.masonboroadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.36%
- Individuals24.29%
- Charitable Organizations0.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Masonboro Advisors is an independent RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. According to the firm snapshot, Masonboro Advisors does not position itself as a capital allocator and is not an active ESG investor. Industry relationships include ties with an accounting firm and an insurance company. The firm is listed as SEC-registered in 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
- Exchange Traded Equities52%
- Investment Grade Corp Bonds23%
- US Government Bonds11%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents3%
Contacts
3 of 8Janet Matheron
Investment Adviser RepresentativeCRD 7530487
John Glasgow
Financial AdvisorCRD 4066459
Todd Burton
Director, Senior Wealth AdvisorCRD 7155447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 5815 Oleander Dr
- Time zone
- ET (UTC-5)
- Office locations
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