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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2020
- Office Locations
- 1
Office Locations
About Masterson Investment Counsel
Masterson Investment Counsel is an independent RIA providing investment management and financial/wealth planning, with portfolio construction built around clearly defined objectives (risk, time horizon, tax and liquidity needs) that are revisited as circumstances change. The firm uses ETFs, mutual funds and equity allocations with an emphasis on asset allocation and risk management, including ESG/socially responsible mandates. Custodied at Charles Schwab. The “Stone of Accord” symbol underscores a communication-first partnership.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $261.4K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Masterson Investment Counsel record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LOUIS MASTERSON
Chief Compliance Officer, FOUNDER, Manager
- CRD
- #4403253
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,966,814 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,966,814 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Masterson Investment Counsel has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.