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MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113File 801-18054
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.67B
Top 10% of cohort (national)
Discretionary AUM
$14.60B
Non-discretionary $1.07B
Clients
1,147
1,147 accounts
Employees
72
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 20, 1982
- Principal office
- 11921 FREEDOM DRIVE, SUITE 1000, RESTON, VA, 20190
- Phone
- 703-716-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.67B
- Discretionary AUM
- $14.60B
- Non-discretionary AUM
- $1.07B
- Discretionary accounts
- 1,136
- Non-discretionary accounts
- 11
- Total accounts
- 1,147
- AUM per client
- $13.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.84B |
| Charitable organizations | 71 | $5.44B |
| High net worth individuals | 759 | $6.85B |
| Pension and profit sharing plans | 5 | $420.3M |
| Individuals (other than high net worth individuals) | 304 | $117.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.