Clients
Mason Investment Advisory Services serves 1,147 clients, 759 of them high-net-worth individuals. The average client has about $14 million with the firm, and high-net-worth clients hold 44% of its $15.7 billion in assets.
- High-net-worth individuals759 clients44%
- Pension and profit-sharing plans5 clients3%
- Charitable organizations71 clients35%
- Corporations and other businesses8 clients18%
- Individuals304 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 304 | $117,659,881 | 0.8% | $387K |
| High-net-worth individuals | 759 | $6,849,321,421 | 43.7% | $9.02M |
| Pension and profit-sharing plans | 5 | $420,332,577 | 2.7% | $84.1M |
| Charitable organizations | 71 | $5,439,485,119 | 34.7% | $76.6M |
| Corporations and other businesses | 8 | $2,844,633,132 | 18.2% | $355.6M |
| Total | 1,147 | $15,671,432,130 | 100% | $13.7M |
- Clients
- 304
- Regulatory AUM
- $117,659,881
- Share
- 0.8%
- Avg. per client
- $387K
- Clients
- 759
- Regulatory AUM
- $6,849,321,421
- Share
- 43.7%
- Avg. per client
- $9.02M
- Clients
- 5
- Regulatory AUM
- $420,332,577
- Share
- 2.7%
- Avg. per client
- $84.1M
- Clients
- 71
- Regulatory AUM
- $5,439,485,119
- Share
- 34.7%
- Avg. per client
- $76.6M
- Clients
- 8
- Regulatory AUM
- $2,844,633,132
- Share
- 18.2%
- Avg. per client
- $355.6M
Total
- Clients
- 1,147
- Regulatory AUM
- $15,671,432,130
- Share
- 100%
- Avg. per client
- $13.7M
What it does
Mason Investment Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and fixed fees.
Mason Investment Advisory Services provided financial planning to 101–250 clients last fiscal year and advises no private funds.
93.1% of assets ($14.60B across 1,136 accounts) are managed with discretion; $1.07B across 11 accounts are not. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks2%
- Exchange-traded equities1%
- Non-exchange-traded equities1%
- Funds97%
- Registered funds96%
- Pooled vehicles1%
- Cash1%
Custodians
Mason Investment Advisory Services’ client accounts are held mainly at Pershing, with 84% of managed assets. Mason Investment Advisory Services has custody of $2.06B for 511 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $13.22B84%
- All other custodians$2.45B16%
Ownership and leadership
Mason International, Inc. owns 75% or more of Mason Investment Advisory Services, and Scott George is its CEO.
- Owns 75% or more of Mason Investment Advisory Services Inc
Mason International, Inc.
Control person · since July 1982
- Owns 75% or more of Mason International, Inc.
William Mason
Control person · since July 1982
Leadership
- Scott GeorgeCo-Chief Executive Officer
- Christopher SchreinerCo-Chief Executive Officer
- Scott GeorgePresident
- George GouinChief Operating Officer
- John DelaneyChief Compliance Officer
- William MasonChairman
Staff
- 72 employees
- 32 in advisory functions
- 31 state-registered reps
- 2 insurance agents
Reported holdings
Mason Investment Advisory Services’ reported 13F holdings total $2.63B across 84 positions, and the ten largest make up 95.0% of it.
- $2.63B
- Reported 13F value
- 84
- Positions
- 95.0%
- In the 10 largest
- +21.4%
- Value vs. prior quarter
- iShares TR · MSCI USA Value34.0%
- American Centy ETF TR · US Sml CP Valu13.4%
- Vanguard Intl Equity Index F · FTSE Smcap ETF11.2%
- American Centy ETF TR · Avan US Smal ETF9.9%
- T Rowe Price Exchange-traded · Growth ETF9.8%
- American Centy ETF TR · Intl Smcp Vlu9.2%
- Vanguard Index Fds · SM CP Val ETF2.6%
- T Rowe Price Exchange-traded · Natural Res ETF2.1%
- Capital Group Dividend Value · Shs Creat Unit1.6%
- Capital Group Intl Focus EQT · Shs Creat Unit1.2%
Together, the ten largest are 95.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2.63B is not its $15.67B in regulatory assets and does not represent any individual client's portfolio.
Fees
Mason Investment Advisory Services is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Mason Investment Advisory Services’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Mason Investment Advisory Services has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 11921 Freedom Drive, Suite 1000, RestonHQ
Registration details
- Legal name
- Mason Investment Advisory Services Inc
- Headquarters
- 11921 Freedom Drive, Suite 1000, Reston, VA 20190
- Phone
- 703-716-6000
- Website
- www.masoncompanies.com
- SEC file
- 801-18054
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Mason Investment Advisory Services have?
Mason Investment Advisory Services has 1,147 clients and manages $15.7 billion for them, as of March 2026. They include 759 high-net-worth individuals, 304 other individuals and 71 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Mason Investment Advisory Services offer?
Mason Investment Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Mason Investment Advisory Services use?
Mason Investment Advisory Services’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $13,224,739,625. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Mason Investment Advisory Services have?
Mason Investment Advisory Services has 31 investment adviser representatives registered with state securities authorities, out of 72 employees, and 32 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 2 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mason Investment Advisory Services invest in?
At the end of its last fiscal year, Mason Investment Advisory Services’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities, 1% non-exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mason Investment Advisory Services?
Mason Investment Advisory Services is owned through a holding company by William Mason. Its direct owner is Mason International, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Mason Investment Advisory Services get paid?
Mason Investment Advisory Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file