MASONBORO ADVISORS

Overview

Masonboro Advisors is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management services. The firm operates on a fee model that includes a percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Masonboro’s profile shows a clear tilt toward equity exposure, using exchange-traded equities as the core building block of client portfolios while pairing that equity exposure with selected income and diversification vehicles. The firm is not positioned as an ESG specialist, and it does not act as a pension consultant or related adviser. It focuses on smaller household relationships and small-business portfolio management rather than institutional or multi-state advisory business. Masonboro registered with the SEC in 2025 and is owned at the individual level, which typically reflects a compact, partner-driven operating model and closer advisor-to-client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices