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Mason Investment Advisory Services Inc

● SEC registered since 1982CRD 111113SEC# 801-18054Reston, VA
Export (members)
Reg. AUM
$15.67B
Employees
72
Accounts
1,147
Location
Reston, VA

Mason Investment Advisory Services Inc assets under management

Mason Investment Advisory Services Inc is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 1982. It reports $15.7 billion in regulatory assets under management and employs 72 people.

Mason Investment Advisory Services Inc owners & executives

8 reported
NameTitleOwnershipSince
Christopher Lee Schreiner ControlCo-Chief Executive OfficerUnder 5%2024
George Michael GouinChief Operating OfficerUnder 5%2025
John Murphy Delaney ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Mason Investment Advisory Services Inc manage?

Mason Investment Advisory Services Inc reports $15.7 billion in regulatory assets under management on its Form ADV.

How many employees does Mason Investment Advisory Services Inc have?

Mason Investment Advisory Services Inc reports 72 employees.

Where is Mason Investment Advisory Services Inc located?

Mason Investment Advisory Services Inc is based in Reston, VA and has been SEC-registered since 1982.

Does Mason Investment Advisory Services Inc disclose fund performance?

Mason Investment Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11921 Freedom Drive, Suite 1000, Reston, VA 20190
Phone703-716-6000
Fax703-716-6020
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$15.67B▲ 19%
Mar '25 — $13.2BApr '25 — $13.2BMay '25 — $13.2BJun '25 — $13.2BJul '25 — $13.2BAug '25 — $13.2BSep '25 — $13.2BOct '25 — $13.2BNov '25 — $13.2BDec '25 — $13.2BJan '26 — $13.2BFeb '26 — $13.2BMar '26 — $15.67BApr '26 — $15.67BMay '26 — $15.67BJun '26 — $15.67B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$15.67Bregulatory AUM
Discretionary $14.6BNon-discretionary $1.07B