Mason & Associates, LLC
Mason & Associates, LLC is an SEC-registered wealth manager in Newport News, VA with $471.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Mason & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307206, SEC 801-119343, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $471.4M (2026-06-01)
- Firm type
- Wealth Manager
- Location
- Newport News, VA
- Employees
- 11
- Clients
- 414
- CRD
- 307206
- Ownership
- MASON, KENNETH, TOD; MASON, JOHN, MICHAEL; RAIKES, BENJAMIN, EDWARD; MASON, MICHAEL, RAY; BLACKBURN, THOMAS, FARRINGTON
How much AUM does Mason & Associates, LLC have?
Mason & Associates, LLC reported $471.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Mason & Associates, LLC?
Disclosed owners and executives of Mason & Associates, LLC include MASON, KENNETH, TOD, MASON, JOHN, MICHAEL, RAIKES, BENJAMIN, EDWARD, MASON, MICHAEL, RAY, BLACKBURN, THOMAS, FARRINGTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.