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- Custodian
- Axos ยท Nationwide
- Clients
- Retail
- Platforms
- HarborDelta vector +more
- Established Date
- 08-24-2020
- Office Locations
- 2
Office Locations
About Mason & Associates, LLC
Mason & Associates is an independent, fee-only RIA focused on comprehensive financial planning and investment management for federal employees covered by FERS and CSRS, often in or near retirement. The firm provides ongoing retirement, tax and estate planning, and helps clients maximize federal benefits nationwide. They also educate the market through the Federal Employee Financial Planning Podcast and were recognized on the Inc. 5000 list.
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Owner & Executives
THOMAS FARRINGTON BLACKBURN
Chief Compliance Officer, Financial Planner, SENIOR FINANCIAL PLANNER, VICE PRESIDENT
- CRD
- #5673609
- Ownership
- 25% but less than 50%
JOHN MICHAEL MASON
President, SENIOR FINANCIAL PLANNER
- CRD
- #5809825
- Ownership
- 25% but less than 50%
Fusion ridge
Oak vector
- CRD
- #55608
- Ownership
- 45.8%
Showing 2 of 5 owners & executives
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Kyle Austin Eagle
--
- CRD
- #7694050
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $471,360,944 | $279,408 |
| Non-Discretionary | $0 | -- |
| Total | $471,360,944 | $279,408 |
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Separately Managed Accounts
Total SMA Asset: $471,360,944
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,400,979,678 | 29.1% |
| Equity - Exchange | $4,414,172,261 | 53.5% |
| Cash | $1,435,637,333 | 17.4% |
| Total | $8,250,789,272 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM QUANTUM HORIZON | HORIZON PATHWAY | SDSGANK27 | CXDX | 9.62% | $74,203,150 |
| FUSION DELTA INSIGHT | FOCUS MERIDIAN | 81NI2JBO5 | ESEKV | 6.95% | $49,840,379 |
| BRIDGE OAK | SUMMIT MOMENTUM | 7LQT6SX4N | HLOE | 12.53% | $97,173,962 |
| RADIAL CREST UNISON | SIGNAL ZENITH | JT92YQFSZ | ANXU | 9.11% | $99,615,004 |
| ZENITH FOUNDATION | FOUNDATION UNISON | ATUWJEHEO | SPGA | 2.97% | $64,998,671 |
| HORIZON OAK VALUE | MERIDIAN VALUE | 4DJU3PIO3 | VNGKY | 0.75% | $114,259,562 |
| TIMBER PRIME PIONEER | ATLAS GLACIER | ITYWVZVXB | PESS | 9.64% | $62,564,656 |
| OAK WAVE ELEMENT | PEAK PEAK | GGWS5ZHD6 | IUWY | 0.71% | $55,927,681 |