MASON INVESTMENT ADVISORY SERVICES INC

CRD

111113

SEC file #

801-18054

EIN

541211118

DBA names

—

Economics

AUM

$15.67B

AUM band

$1B+

AUM trajectory

'20 · $6.51B

'21 · $8.33B

'22 · $9.53B

'23 · $11.23B

'25 · $13.20B

'26 · $15.67B

'20'26

$6.51B → $15.67B▲ +141%

sec adv history

Client mix

Individuals High Net Worth	759
Individuals Other	304
Charitable Organizations	71
Corporations	8
Pension Profit Sharing Plans	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 26 advisors

'21 · 30 advisors

'22 · 33 advisors

'23 · 34 advisors

'25 · 31 advisors

'26 · 32 advisors

'20'26

26 advisors → 32 advisors▲ +23%

sec adv history

Primary office

RESTON VA

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

masoncompanies.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MASON INTERNATIONAL, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MASON INTERNATIONAL, INC.

DELANEY, JOHN, MURPHY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MASONCOMPANIES.COM

Rdap Domain Creation Date

1996-05-21T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001635007

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-05-12

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001140361-26-021278

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

11921 FREEDOM DRIVESUITE 1000RESTON, VA 20190

Business

11921 FREEDOM DRIVESUITE 1000RESTON, VA 20190

Edgar EIN

541211118

Edgar Recent Filings

13F-HR2026-05-14 · 0001140361-26-021278

13F-HR2026-02-12 · 0001140361-26-004973

Fee Schedule

Bracket Ix	96
Bracket I	1
Bracket Ii	1
Bracket X	1
Bracket Xi	1

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-05-22T04:00:00Z

Rdap Domain Last Changed

2025-07-03T15:19:59Z

Rdap Nameservers

Ns95.worldnic.comNs96.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (35)

GEORGE, SCOTT, STANLEY

1399567

SCHREINER, CHRISTOPHER, LEE

IAR · Executive Officer · 2.5%

3154419

DELANEY, JOHN, MURPHY

Executive Officer · 2.5%

6877307

MASON, WILLIAM, NOYES

Executive Officer · 2.5%

322341

GOUIN, GEORGE, MICHAEL

Executive Officer · 2.5%

KEENAN MALCOLM BAILEY

WILLIAM JESSE DWENGER

Stefan Nicholas Patchan

GREGORIO TORRES DRUEHL

MARK ALEXANDER HAYNES

ALLISON LORI Berlenbach Gormier

4408607

RICHARD STANLEY BALDWIN

2796918

Shayna Amalie Lebowitz

BARBARA MICHELINI JOYCE

2584607

WILLIAM MICHAEL COURSON