CORAL GABLES, FLCRD 165906Latest ADV March 31, 2026
Mas Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 31, 2026, reports $2.6B in regulatory assets under management, 13 employees, 2 offices, and 295 accounts.
Assets Under Management
$2.6B
Employees
13
Offices
2 offices
Total Clients
21
Primary office
CORAL GABLES, FL
2121 PONCE DE LEON BLVD, SUITE 1160, CORAL GABLES, FL, 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 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
15
2
Insurance Cos.
14.3%
3
3
Individuals
9.5%
2
4
Other Advisers
4.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 31, 2026
Discretionary100.0%
$2.6B
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.
Total AUM$2.6B
Total Accounts295
10Y AUM Change+$2.1B (+523.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee2:1
10Y Employee Change+9 (+225.0%)
* 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.