$4.9M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Atlas quantum
- Established Date
- 06-27-1996
- Office Locations
- 1
Office Locations
10 Lenox Pointe Atlanta GA
About John Masters, CPA, PC
John Masters, CPA, PC is an Atlanta, GA RIA led by John Masters, who is both a CPA and attorney. The firm pairs tax preparation and IRS audit representation with estate planning (wills/trusts), financial planning, and investment management for individuals and business owners. Custody includes Schwab/TD Ameritrade, with portfolios that may use ETFs and mutual funds.
Team overview
78 AVG AGE
$4.9M AVG AUM / ADVISOR
$245.1K AVG AUM / CLIENT
23.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Asset Classes
Quantum Oak
Client Personas
Legacy prime Harbor momentum
Custodian
Atlas timber Timber element Quantum summit Wave ember
Investment Vehicles
Bridge timber Delta
Platform
Foundation unison
Services
Ridge Oak pathway Timber peak Matrix Delta glacier Delta Value delta
Technology
North
Owner & Executives
J
JOHNNY WAYNE MASTERS SR
President
- CRD
- #1252923
- Ownership
- 75% or more
(821) 970-6700
unison.value@pioneercapital.com
in linkedin.com/in/prime-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,644,132 | -- |
| Non-Discretionary | $258,303 | -- |
| Total | $4,902,435 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,902,435
Equity - OTC:
55.5% Cash:
25.6% Equity - Exchange:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,378,750,548 | 55.5% |
| Cash | $635,964,217 | 25.6% |
| Equity - Exchange | $469,520,457 | 18.9% |
| Total | $2,484,235,222 | 100.0% |