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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MatrixValue +more
- Established Date
- 05-28-1996
- Office Locations
- 1
Office Locations
About Mascagni Wealth Management, Inc.
Mascagni Wealth Management (Clinton, MS) serves families and business owners with financial planning and discretionary portfolio management. Founded by Randy Mascagni, the firm has been in business for 35 years and builds portfolios using ETFs, mutual funds, and fixed-income/annuity solutions alongside tax and estate planning, retirement plan, and insurance support. Offers 24/7 online account access.
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Client Personas
Custodian
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Platform
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Owner & Executives
JULIUS RANDALL MASCAGNI
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Chief Operations Officer, Founder, President
- CRD
- #1833071
- Ownership
- 75% or more
MATTHEW PATRICK BROWN
Financial Advisor, General Partner
- CRD
- #2848369
- Ownership
- Less than 5%
Fusion pioneer
Legacy signal peak
- CRD
- #34213
- Ownership
- 30.7%
Showing 2 of 3 owners & executives
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COLLIN MONROE MASCAGNI
Advisor
- CRD
- #5975638
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,500,000 | $217,916 |
| Non-Discretionary | $0 | -- |
| Total | $424,500,000 | $217,916 |
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Separately Managed Accounts
Total SMA Asset: $424,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,886,786,868 | 33.1% |
| Equity - Exchange | $2,921,672,510 | 33.5% |
| Cash | $2,912,951,100 | 33.4% |
| Total | $8,721,410,478 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE WAVE CREST | RADIAL INSIGHT | G9TIG0PPC | CWR | 0.85% | $80,467,067 |
| VALUE MERIDIAN TIMBER | EMBER CREST | CRGSNY4WL | QHAFA | 5.77% | $4,110,475 |
| PRIME INSIGHT | PIONEER DELTA | XSB96YIZA | SWK | 8.01% | $94,082,645 |
| EAGLE CREST | FOCUS HORIZON | TPAQXMDVL | DBUSK | 9.12% | $59,942,666 |
| CATALYST DELTA ELEMENT | HARBOR RADIAL | USIOKCKYD | BRDHC | 4.61% | $81,267,512 |
| EAGLE LEGACY VERTEX | FUSION ELEMENT | 70VPM30XM | ZHCM | 7.51% | $39,063,828 |
| CATALYST RADIAL FOCUS | ALPHA WAVE | 5EPF2SXPB | QXT | 3.13% | $113,142,181 |
| HORIZON RIDGE | VITAL WAVE | 3B57OWI9X | ANZYF | 4.64% | $5,662,435 |