DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Masonboro Advisors
Legal name Glasgow & Associates, LLC
Latest filing Jul 8, 2026
First filing on the tape Jun 26, 2025 · 5 filings
SEC status approved since Jul 28, 2025
RAUM
$206M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$206M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$29.5M
derived; firm RAUM over IAPD count
Employees
9
7 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$206M as of Jul 8, 2026
Jun 26, 2025$156M then
HNW client RAUM$156M as of Jul 8, 2026
Jun 26, 2025$116M then
State-registered IARs (5.B.3)7 as of Jul 8, 2026
Jun 26, 20257 then
Employees (5.A)9 as of Jul 8, 2026
Jun 26, 20258 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $29.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $366,099derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.4derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $45.7M, 48 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$156M75%
- Individuals$50.2M24%
- Charitable organizations$708,1170.3%
- Corporations and businesses$110.0%
- Individual clients
- 159reported
- HNW clients
- 69reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 564reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $45.7M for 48 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Michael Glasgow | Wilmington, Nc | Dec 4, 2007 | 26 y | 2 |
| Allen Ryan BurtonCertified Financial Planner | Wilmington, Nc | Jul 19, 2022 | 23 y | 5 |
| Bryce EdmisterCertified Financial Planner | Wilmington, Nc | Feb 16, 2023 | 10 y | 1 |
| Janet Lynn Matheron | Wilmington, Nc | May 23, 2023 | 10 y | 0 |
| Cort Carlton Rogers | Wilmington, Nc | Jun 8, 2023 | 12 y | 0 |
| Todd Jarrett BurtonChartered Financial Consultant | Santa Monica, Ca | Mar 8, 2024 | 11 y | 1 |
| Logan Cameron RuthlingChartered Financial Analyst | Wilmington, Nc | May 7, 2025 | 12 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Patrick James Tuite to Compass Financial Advisory Services, LLCMay 20, 2025 · RIA to RIA
Joined, latest
- Logan Cameron Ruthling from Sheets Smith Wealth ManagementMay 7, 2025 · RIA to RIA
- Todd Jarrett Burton from Pacific Wealth ManagementMar 8, 2024 · RIA to RIA
- Bryce Edmister from Omnistar Financial Group, Inc.Feb 16, 2023 · RIA to RIA
- Patrick James Tuite from United Brokerage Services IncNov 9, 2022 · Affiliated broker-dealer or bank to independent RIA
- Allen Ryan Burton from Capital Investment Advisory Services, LLCJul 19, 2022 · Affiliated broker-dealer or bank to independent RIA
- John Michael Glasgow from Cic Advisers, LLCDec 4, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ryan Allen Burton · Founder And Ciocontrolsince 07/2022 · owns 75% or more
- Steven John Parker · Chief Compliance Officercontrolsince 02/2026 · owns less than 5%
- Bryce Edmister · Secretarysince 03/2026 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wilmington, Nc · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 505 to 564Feb 26, 2026 to Mar 27, 2026
- HNW clients · 61 to 69Feb 26, 2026 to Mar 27, 2026
- Individual clients · 145 to 159Feb 26, 2026 to Mar 27, 2026
- Assets in custody · $133M to $45.7MFeb 26, 2026 to Mar 27, 2026
- Custody of client assets · false to trueFeb 26, 2026 to Mar 27, 2026
- Employees · 8 to 9Feb 26, 2026 to Mar 27, 2026
- Discretionary RAUM · $156M to $206MFeb 26, 2026 to Mar 27, 2026
- HNW RAUM · $116M to $156MFeb 26, 2026 to Mar 27, 2026
- Individual RAUM · $39.1M to $50.2MFeb 26, 2026 to Mar 27, 2026
- RAUM · $156M to $206MFeb 26, 2026 to Mar 27, 2026
Signals
1 dated events
- Patrick James Tuite left Masonboro Advisors for Compass Financial Advisory Services, Llc (registered 2025-05-05)May 20, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- lynn@masonboroadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 843-808-5236reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-880-5898reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 424-281-6811reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/masonboro-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- masonboroadvisors.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 910-742-0509reportedpublic record, Form ADV, Jul 8, 2026
- Contact form
- masonboroadvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- masonboroadvisors.com/team/a-ryan-burtonreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $29.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026