Masonboro Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated March 27, 2026, reports $206M in regulatory assets under management, 9 employees, 4 offices, and 564 accounts.
Assets Under Management
$206M
Employees
9
Offices
4 offices
Total Clients
228
Primary office
WILMINGTON, NC
5815 OLEANDER DRIVE, SUITE 260, WILMINGTON, NC, United States
Portfolio management for individuals and small businesses
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 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
159
2
HNWI
30.3%
69
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of March 27, 2026
Discretionary100.0%
$206M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$206M
Total Accounts564
10Y AUM Change+$51M (+32.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee25:1
10Y Employee Change+1 (+12.5%)
* 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.