DBA: MASONBORO ADVISORS
| Total AUM | $206.5M |
| Discretionary | $206.5M100% of AUM |
| Client Accounts | 564 |
| Avg Account Size | $366K |
| Employees | 9 |
| Peak AUM | $206.5MMar 2026 |
| AUM CAGR | +45.4% /yrover 1 yrs · 4 filings |
Total AUM
$206M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $206M | +32.4% | — | — | — |
| Discretionary AUM | $206M | +32.4% | |||
| Total AUM | $206.5M |
| Discretionary | $206.5M |
| Employees | 9 |
| Client Accounts | 564 |
| Client Range | 1-10 |
Address
5815 OLEANDER DRIVE
WILMINGTON NC 28403
Phone
910-742-0509
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$206M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 564 | +11.7% | — | — | — |
| Avg Account Size | $366,098.949 | +18.6% | — | — | — |
| Employees | 9 | +12.5% | — | — | — |
| AUM / Employee | $23M | +17.7% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $206M | +32.6% | — | — | — |
| Institutional AUM | $708,128 | 10.5% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 159 | +9.7% | — | — | — |
| Individuals | 69 | +13.1% | — | — | — |