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MAS ADVISORS LLC
CRD 165906File 801-77354
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.56B
Top 25% of cohort (national)
Discretionary AUM
$2.56B
Clients
21
295 accounts
Employees
13
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 21, 2013
- Principal office
- 2121 PONCE DE LEON BLVD, SUITE 1160, CORAL GABLES, FL, 33134
- Phone
- 786-364-3101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.56B
- Discretionary AUM
- $2.56B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 295
- Non-discretionary accounts
- 0
- Total accounts
- 295
- AUM per client
- $121.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 3 | $2.49B |
| Other investment advisers | 1 | $22.2M |
| High net worth individuals | 15 | $40.9M |
| Individuals (other than high net worth individuals) | 2 | $694K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 13 | increased by7 |
| Apr 1, 2026 | Clients | 24 | 21 | decreased by3 |
| Apr 1, 2026 | AUM | $1,497,268,874 | $2,556,217,487 | increased by$1,058,948,613 |
| Apr 1, 2026 | Accounts | 122 | 295 | increased by173 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 6 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 220 | 24 | decreased by196 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $988,509,040 | $1,497,268,874 | increased by$508,759,834 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 451 | 122 | decreased by329 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 214 | 220 | increased by6 |
| Apr 1, 2022 | AUM | $785,574,907 | $988,509,040 | increased by$202,934,133 |
| Apr 1, 2022 | Accounts | 396 | 451 | increased by55 |
| May 1, 2021 | Custody | 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 “MAS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAS ADVISORS” 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.