Overview
Assets Under Management: $156 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
MASONBORO ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145151), MASONBORO ADVISORS is subject to fiduciary duty under federal law.
MASONBORO ADVISORS is headquartered in WILMINGTON, NC.
MASONBORO ADVISORS serves 61 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, MASONBORO ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
MASONBORO ADVISORS manages $156 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, MASONBORO ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 505
Discretionary Accounts: 505
Regulatory Filings
CRD Number: 145151
Filing ID: 2059799
Last Filing Date: 2026-02-26 10:19:52