LOS ANGELES, CACRD 141303Latest ADV January 29, 2026
Mason & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated January 29, 2026, reports $829M in regulatory assets under management, 8 employees, 1 office, and 2,143 accounts.
Assets Under Management
$829M
Employees
8
Offices
1 office
Total Clients
698
Primary office
LOS ANGELES, CA
7474 NORTH FIGUEROA STREET, SUITE 100, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
423
2
HNWI
30.7%
214
3
Pension Plans
6.3%
44
4
Charitable
1.4%
10
5
Corporations
1.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$829Mas of January 29, 2026
Discretionary85.4%
$708M
85% of total RAUM85.4%
Non-discretionary14.6%
$121M
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$829M
Total Accounts2,143
10Y AUM Change+$499M (+151.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee87:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.