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 registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm identifies as a capital allocator that primarily serves individual and family clients. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, selection and oversight of other advisers, and educational seminars or workshops. Mason & Associates charges fees on an asset‑under‑management basis and also offers hourly and fixed‑fee arrangements. The firm does not describe itself as an active ESG investor and is not listed as a multi‑state adviser in its filing.
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%
Contacts
3 of 7Kyle Eagle
Associate Financial PlannerCRD 7694050
THOMAS BLACKBURN
Partner, Senior Financial PlannerCRD 5673609
Michael Mason
ChairmanCRD 1663788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$475M in ETFs
82%
$389M
18%
$85.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $134M | 2,897,250 | 28.18% |
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
Similar firms
NORSEMAN ADVISORY GROUP, INC.
RIANEWPORT NEWS, VA
PATHWAY FINANCIAL PLANNING, INC.
RIANEWPORT NEWS, VA
MAGNOLIA LANE CAPITAL, LLC
RIANEWPORT NEWS, VA
MONTGOMERY CAPITAL MANAGEMENT, LLC
RIANEWPORT NEWS, VA
HAAS INVESTMENT MANAGEMENT LLC
RIANEWPORT NEWS, VA
TAYLOR HOFFMAN CAPITAL MANAGEMENT
RIARICHMOND, VA