NEWPORT NEWS, VACRD 307206Latest ADV April 15, 2026
Mason & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport News, VA. Its latest Form ADV filing, dated April 15, 2026, reports $471M in regulatory assets under management, 10 employees, 6 offices, and 1,687 accounts.
Assets Under Management
$471M
Employees
10
Offices
6 offices
Total Clients
414
Primary office
NEWPORT NEWS, VA
2 BAYPORT WAY, SUITE 110, NEWPORT NEWS, VA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
242
2
HNWI
41.5%
172
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$471Mas of April 15, 2026
Discretionary100.0%
$471M
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$471M
Total Accounts1,687
10Y AUM Change+$471M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* 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.