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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-1990
- 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.
Reported data analysis
What the numbers show
Between October 10, 2025 and August 13, 2026, reported AUM increased 16.1%, from $365.5M to $424.5M.
Across 5 reported observations, AUM increased 40.7% between November 9, 2022 and August 13, 2026, from $301.7M to $424.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 736 clients, or 184 clients per representative. That equates to $576.8K in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mascagni Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Vickie Havard Mascagni
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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COLLIN MONROE MASCAGNI
Advisor
- CRD
- #5975638
Showing 1 of 5 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
SMA allocation detail is available
Mascagni Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mascagni Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.