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MASONBORO ADVISORS

WILMINGTON, NC · CRD 145151 · IAPD ↗ · thecortrogersproject.com · 910-742-0509

$206.5MRegulatory AUM
7Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MASONBORO ADVISORS reported RAUM up 32% ($155.9M -> $206.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — MASONBORO ADVISORS (WILMINGTON, NC) is newly SEC-registered with $155.9M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.