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S.A. MASON, LLC
CRD 151440File 801-70548
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$528.7M
Above cohort median (national)
Discretionary AUM
$427.3M
Non-discretionary $101.4M
Clients
282
881 accounts
Employees
3
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 16, 2009
- Principal office
- 170 COLLEGE AVENUE, SUITE 260, HOLLAND, MI, 49423
- Phone
- 616-355-3500
- Website
- https://sa-mason.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $528.7M
- Discretionary AUM
- $427.3M
- Non-discretionary AUM
- $101.4M
- Discretionary accounts
- 823
- Non-discretionary accounts
- 58
- Total accounts
- 881
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $12.9M |
| Charitable organizations | 18 | $30.1M |
| High net worth individuals | 90 | $460.6M |
| Individuals (other than high net worth individuals) | 164 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.