{"url":"https://nivawealth.com/firms/mason-investment-advisory-services-111113","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111113","regulatoryAum":15671432130,"crd":"111113","secFileNumber":"801-18054","legalName":"Mason Investment Advisory Services Inc","displayName":"Mason Investment Advisory Services","website":"http://www.masoncompanies.com","linkedinUrl":"https://www.linkedin.com/company/mason-investment-advisory-services","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"11921 Freedom Drive, Suite 1000","city":"Reston","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20190"},"tradeNames":[],"registration":{"secApproved":"20 December 1982","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":72,"advisory":32,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"discretionary":14597674775,"discretionaryAccounts":1136,"nonDiscretionary":1073757355,"nonDiscretionaryAccounts":11,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":304,"regulatoryAum":117659881},{"label":"High-net-worth individuals","clients":759,"regulatoryAum":6849321421},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":420332577},{"label":"Charitable organizations","clients":71,"regulatoryAum":5439485119},{"label":"Corporations and other businesses","clients":8,"regulatoryAum":2844633132}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":13224739625}],"custodyNote":"Mason Investment Advisory Services has custody of $2.06B for 511 clients.","otherCustodians":[],"leadership":[{"name":"Scott George","title":"Co-Chief Executive Officer","crd":"1399567"},{"name":"Christopher Schreiner","title":"Co-Chief Executive Officer","crd":"3154419"},{"name":"Scott George","title":"President","crd":"1399567"},{"name":"George Gouin","title":"Chief Operating Officer","crd":"6494984"},{"name":"John Delaney","title":"Chief Compliance Officer","crd":"6877307"},{"name":"William Mason","title":"Chairman","crd":"322341"}],"ownership":[{"label":"Mason International, Inc.","detail":"Parent corporation in the 75% or more ownership band and a control person, since July 1982."},{"label":"William Mason","detail":"Indirect owner: a shareholder of Mason International, Inc. in the 75% or more band and a control person, since July 1982.","parent":"Mason International, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"11921 Freedom Drive, Suite 1000","city":"Reston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-716-6000","stateRegisteredReps":31,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":96},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111113/PDF/111113.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mason Investment Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mason Investment Advisory Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mason Investment Advisory Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mason Investment Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mason Investment Advisory Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mason Investment Advisory Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mason Investment Advisory Services get paid?","answer":"Mason Investment Advisory Services is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}