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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 71 | 72 | increased by1 |
| Apr 1, 2026 | Clients | 1,110 | 1,147 | increased by37 |
| Apr 1, 2026 | AUM | $13,204,245,927 | $15,671,432,130 | increased by$2,467,186,203 |
| Apr 1, 2026 | Accounts | 1,110 | 1,147 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 72 | 71 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 787 | 1,110 | increased by323 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,226,716,174 | $13,204,245,927 | increased by$1,977,529,753 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 787 | 1,110 | increased by323 |
| Apr 1, 2022 | Employees | 71 | 72 | increased by1 |
| Apr 1, 2022 | Clients | 727 | 787 | increased by60 |
| Apr 1, 2022 | AUM | $9,527,636,487 | $11,226,716,174 | increased by$1,699,079,687 |
| Apr 1, 2022 | Accounts | 727 | 787 | increased by60 |
| Jun 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MASON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MASON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.