$528.7M Total AUM
$427.3M Disc. AUM
5.2% 3Y CAGR
3 Employees
282 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-16-2009
- Office Locations
- 2
Office Locations
114 East 26th Street Holland MI
170 College Avenue Suite 260 Holland MI
About S.a. Mason, LLC
S.a. Mason, LLC is a Holland-based RIA with 2 offices. The firm has been operating for 16 years. Managing $528.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fifth Third Bank.
Team overview
44 AVG AGE
$176.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
SAMUEL ARTHUR MASON
Chief Compliance Officer, Managing Member
- CRD
- #2755456
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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LUKE SAMUEL MASON
Portfolio Manager
- CRD
- #7382364
Available
Available
Available
B
BRADEN L PROCTOR
Portfolio Manager
- CRD
- #4518967
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $427,288,577 | $519,184 |
| Non-Discretionary | $101,382,612 | $1,747,976 |
| Total | $528,671,189 | $600,081 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available U.S. Government/Agency:
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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