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Masonboro Advisors

Masonboro Advisors. CRD 145151

Masonboro Advisors logo

CRD: 145151

Masonboro Advisors

Wilmington, NC, 28403
9107420509
www.masonboroadvisors.com
$206.5M Total AUM
$206.5M Disc. AUM
-- 3Y CAGR
9 Employees
228 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
BeaconSignal
Established Date
12-04-2007
Office Locations
2

Office Locations

2450 Colorado Avenue Suite 100e Santa Monica CA
5815 Oleander Drive Suite 260 Wilmington NC

About Masonboro Advisors

Masonboro Advisors provides personalized wealth management spanning investment strategy, retirement planning, and guidance on issues like Roth conversions and RMD rules, plus support for workplace retirement plans. Public profile data indicates portfolios lean on ETFs alongside investment‑grade corporate and U.S. government bonds. Advisory services are delivered through SEC-registered Glasgow & Associates, with tax and insurance support via affiliated entities.

Team overview

31 AVG AGE
$29.5M AVG AUM / ADVISOR
$905.6K AVG AUM / CLIENT
4.4 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Harbor alpha Delta Zenith beacon

Client Personas

Zenith Vertex

Custodian

Catalyst summit Horizon Beacon vector Alpha Signal Harbor Peak Oak capital Element momentum

Investment Themes

Peak bridge Beacon Oak Horizon

Investment Vehicles

Prime bridge Signal fusion

Platform

Vector ember Optima vector

Services

Timber Capital Beacon Peak Unison Eagle Fusion peak Harbor horizon Vital Meridian foundation

Technology

Radial focus Momentum

Owner & Executives

ALLEN RYAN BURTON

ALLEN RYAN BURTON

Chief Investment Officer, FOUNDER

CRD
#4639107
Ownership
75% or more
(652) 842-3077
optima.pathway@frontiercapital.com
in linkedin.com/in/quantum-unison
B

Bryce Edmister

Secretary

CRD
#7200853
Ownership
5% but less than 10%
(964) 326-3866
wave.unison@pathwaycapital.com
in linkedin.com/in/insight-prime
W

Wave ridge

Legacy insight

CRD
#30694
Ownership
40.1%
(856) 415-3331
zenith.legacy@pathwaycapital.com
in linkedin.com/in/signal-prime

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Contacts

T

Todd Jarrett Burton

Senior Wealth Manager

CRD
#7155447
(209) 532-9413
glacier.prime@peakcapital.com
in linkedin.com/in/momentum-oak
JOHN MICHAEL GLASGOW

JOHN MICHAEL GLASGOW

Senior Portfolio Manager

CRD
#4066459
(500) 931-5705
ember.pathway@harborcapital.com
in linkedin.com/in/element-meridian
G

Glacier alpha

Catalyst ember

CRD
#70022
(578) 965-4403
pathway.radial@atlascapital.com
in linkedin.com/in/ember-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-14-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $206,479,807 $366,099
Non-Discretionary $0 --
Total $206,479,807 $366,099

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Separately Managed Accounts

Total SMA Asset: $206,479,807

$206.5M Total SMA
Equity - Exchange:
24.0%
Corporate - Investment Grade:
31.9%
Public Funds:
10.2%
U.S. Government/Agency:
7.8%
Cash:
26.1%
Asset class Assets Assets %
Equity - Exchange $1,223,531,808 24.0%
Corporate - Investment Grade $1,626,277,695 31.9%
Public Funds $520,001,018 10.2%
U.S. Government/Agency $397,647,838 7.8%
Cash $1,330,590,841 26.1%
Total $5,098,049,200 100.0%

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