$185.7M Total AUM
$185.7M Disc. AUM
7.8% 3Y CAGR
3 Employees
388 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- RidgeFusion +more
- Established Date
- 08-15-2008
- Office Locations
- 1
Office Locations
33 Public Square Medina OH
About First Mason Financial, LLC
First Mason Financial, LLC is an Ohio-based advisory firm providing financial planning and portfolio construction alongside asset management, retirement plan, and insurance guidance, often serving entrepreneurs. The firm emphasizes educational personal-finance content delivered through its FMF365 mobile app and community channels (Discord/Decentraland). Portfolios primarily use public funds and ETFs; Fidelity/NFS is a listed custodian.
Team overview
-- AVG AGE
$185.7M AVG AUM / ADVISOR
$478.5K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
North focus Alpha Zenith zenith Vital matrix Ember signal
Client Personas
Ridge quantum
CRM
Pathway
Custodian
Vertex pioneer Vital North Alpha capital Eagle optima Value atlas
Investment Vehicles
Momentum unison Frontier
Platform
Summit zenith
Services
Pioneer peak Horizon Meridian insight Zenith
Technology
Value Frontier oak Focus Ridge catalyst
Owner & Executives
D
DANIEL JEROME MASON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4430474
- Ownership
- 75% or more
(280) 794-5990
vital.pathway@elementcapital.com
in linkedin.com/in/optima-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,661,618 | $173,840 |
| Non-Discretionary | $0 | -- |
| Total | $185,661,618 | $173,840 |
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Separately Managed Accounts
Total SMA Asset: $185,661,618
Public Funds:
47.5% Equity - Exchange:
26.6% U.S. Government/Agency:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,708,357,082 | 47.5% |
| Equity - Exchange | $2,076,679,966 | 26.6% |
| U.S. Government/Agency | $2,022,030,492 | 25.9% |
| Total | $7,807,067,540 | 100.0% |