CHARLOTTESVILLE, VACRD 292664Latest ADV March 24, 2026
Masonry Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 24, 2026, reports $370M in regulatory assets under management, 3 employees, and 60 accounts.
Assets Under Management
$370M
Employees
3
Offices
--
Total Clients
54
Primary office
CHARLOTTESVILLE, VA
404 PEOPLE PLACE, 4TH FLOOR, CHARLOTTESVILLE, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.9% of total clients.
Top client categories% of clientsClients
1
HNWI
88.9%
48
2
Banks
3.7%
2
3
Corporations
3.7%
2
4
Pooled Investment Vehicles
1.9%
1
5
Charitable
1.9%
1
Categories with <5 clients
Banking or thrift institutions<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$370Mas of March 24, 2026
Discretionary21.4%
$79M
21% of total RAUM21.4%
Non-discretionary78.6%
$291M
79% of total RAUM78.6%
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.
Total AUM$370M
Total Accounts60
10Y AUM Change+$370M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee18:1
10Y Employee Change-1 (-25.0%)
* 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.