MASON & ASSOCIATES, LLC
CRD #307206 SEC #801-119343 NEWPORT NEWS, VA (757) 223-9898
SEC Registered
Total AUM
$403.9M
Discretionary
$403.9M
Employees
8
Clients
251
Accounts
1,577
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $403.9M | $403.9M | $0 | 8 | 4 |
| Aug 2025 | $403.9M | $403.9M | $0 | 8 | 4 |
| Jun 2025 | $403.9M | $403.9M | $0 | 8 | 4 |
| Mar 2025 | $403.9M | $403.9M | $0 | 8 | 4 |
| Sep 2024 | $319M | $319M | $0 | 9 | 4 |
| Jan 2024 | $319M | $319M | $0 | 9 | 4 |
| Mar 2023 | $273.7M | $273.7M | $0 | 8 | 10 |
| Jan 2023 | $306.9M | $306.9M | $0 | 8 | 14 |
| Jan 2023 | $306.9M | $306.9M | $0 | 8 | 14 |
| Sep 2022 | $306.9M | $306.9M | $0 | 8 | 14 |
| May 2022 | $306.9M | $306.9M | $0 | 10 | 14 |
| Mar 2022 | $306.9M | $306.9M | $0 | 8 | 14 |
| Aug 2021 | $236.5M | $236.5M | $0 | 8 | 8 |
| Mar 2021 | $236.5M | $236.5M | $0 | 8 | 8 |
| Dec 2020 | $202.2M | $202.2M | $0 | 10 | 0 |
| Dec 2020 | $202.2M | $202.2M | $0 | 10 | 0 |
| Jul 2020 | $0 | $0 | $0 | 10 | 0 |
DateNov 2025
Total AUM$403.9M
Discretionary$403.9M
Non-Disc.$0
Employees8
Clients4
DateAug 2025
Total AUM$403.9M
Discretionary$403.9M
Non-Disc.$0
Employees8
Clients4
DateJun 2025
Total AUM$403.9M
Discretionary$403.9M
Non-Disc.$0
Employees8
Clients4
DateMar 2025
Total AUM$403.9M
Discretionary$403.9M
Non-Disc.$0
Employees8
Clients4
DateSep 2024
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees9
Clients4
DateJan 2024
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees9
Clients4
DateMar 2023
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$0
Employees8
Clients10
DateJan 2023
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees8
Clients14
DateJan 2023
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees8
Clients14
DateSep 2022
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees8
Clients14
DateMay 2022
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees10
Clients14
DateMar 2022
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees8
Clients14
DateAug 2021
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees8
Clients8
DateMar 2021
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees8
Clients8
DateDec 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0