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MAS ADVISORS LLC

CORAL GABLES, FL · CRD 165906 · IAPD ↗ · masadvisorsllc.com · 786-364-3101

$2.56BRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — MAS ADVISORS LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
74
April 2026 — MAS ADVISORS LLC reported RAUM up 71% ($1.50B -> $2.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
August 2025 — MAS ADVISORS LLC moved its main office from MIAMI, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — MAS ADVISORS LLC shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
March 2024 — MAS ADVISORS LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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