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.
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SEC-registered adviser
M•••••• C•••••• M••••••••• L••
Latest filing Aug 7, 2026
First filing on the tape Apr 6, 2018 · 21 filings
SEC status approved since May 7, 2018
RAUM
$370M
reported, Item 5.F
Discretionary
21%
of RAUM
Private clients
17%
$61.9M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$185M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$370M as of Aug 7, 2026
Feb 21, 2019$100M then
HNW client RAUM$61.9M as of Aug 7, 2026
Mar 10, 2020$76.5M then
State-registered IARs (5.B.3)2 as of Aug 7, 2026
Feb 21, 20193 then
Employees (5.A)3 as of Aug 7, 2026
Feb 21, 20193 then
Private funds1 as of Aug 7, 2026
Feb 21, 20191 then
RAUM +3.3% over the last fiscal year-17% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 7, 2026; every figure names its basis
- RAUM per advisor
- $185MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $6.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 21%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $13.8M, 1 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)
- 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
- Banks and thrifts$291M79%
- High-net-worth individuals$61.9M17%
- Pooled investment vehicles$13.8M3.7%
- Corporations and businesses$2.4M0.6%
- Charitable organizations$1.4M0.4%
- Individual clients
- n/areported
- HNW clients
- 48reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 60reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $13.8M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.17 fund_share=0.04 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• A••••• M•••••••••Chartered Financial Analyst | Charlottesville, Va | Aug 28, 2018 | 31 y | 1 |
| C••• J••••• S••••• | Charlottesville, Va | Jul 5, 2024 | 16 y | 0 |
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 headcount0 left over 36 months
Left, latest
- T•••• L• V•• S•••• to V••••••• I••••••••• A•••••••• I•••Feb 28, 2022 · RIA to a state-registered adviser
Joined, latest
- M••• A••••• M••••••••• from S•••• R•• C•••••• M•••••••••Aug 28, 2018 · Other
- T•••• L• V•• S•••• from P•••••• A•••••• G••••• L••Aug 28, 2018 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• P••••••• F•••• L• | Hedge Fund | $8.4M | 23 | Apr 6, 2018 |
Owners and control persons
Schedule A and B, latest filing
- M••••••••• M•••• A••••• · Managing Partner / Chief Investment Officercontrolsince 01/2018 · owns less than 5%
- S•••••• C•••• J••••• · Chief Compliance Officer/Coocontrolsince 04/2024 · owns less than 5%
Entity owners
- S•••• C•••• M••••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- M•••••• C•••••• G•• L••pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Charlottesville, Va · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 56 to 60Sep 22, 2025 to Mar 24, 2026
- Charity clients · 2 to 1Sep 22, 2025 to Mar 24, 2026
- HNW clients · 49 to 48Sep 22, 2025 to Mar 24, 2026
- Assets in custody · unset to 13795755.0Sep 22, 2025 to Mar 24, 2026
- Custody of client assets · false to trueSep 22, 2025 to Mar 24, 2026
- Discretionary RAUM · $58.6M to $79.4MSep 22, 2025 to Mar 24, 2026
- HNW RAUM · $44.8M to $61.9MSep 22, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $300M to $291MSep 22, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $10.8M to $13.8MSep 22, 2025 to Mar 24, 2026
- RAUM · $359M to $370MSep 22, 2025 to Mar 24, 2026
- Advisory activities · 2 to 3Jul 16, 2025 to Sep 22, 2025
- Financial planning clients · unset to Mar 13, 2025 to Jul 16, 2025
- Accounts · 59 to 56Jan 2, 2025 to Mar 13, 2025
- HNW clients · 52 to 49Jan 2, 2025 to Mar 13, 2025
- State-registered IARs · 1 to 2Jan 2, 2025 to Mar 13, 2025
- Discretionary RAUM · $63.6M to $58.6MJan 2, 2025 to Mar 13, 2025
- HNW RAUM · $51.4M to $44.8MJan 2, 2025 to Mar 13, 2025
- Non-discretionary RAUM · $453M to $300MJan 2, 2025 to Mar 13, 2025
- Pooled vehicle RAUM · $8.4M to $10.8MJan 2, 2025 to Mar 13, 2025
- RAUM · $517M to $359MJan 2, 2025 to Mar 13, 2025
- State-registered IARs · 2 to 1Mar 7, 2024 to Apr 17, 2024
- Accounts · 67 to 59Sep 28, 2023 to Mar 7, 2024
- Charity clients · unset to 2.0Sep 28, 2023 to Mar 7, 2024
- Corporate clients · unset to 2.0Sep 28, 2023 to Mar 7, 2024
- HNW clients · 64 to 52Sep 28, 2023 to Mar 7, 2024
- Discretionary RAUM · $55.5M to $63.6MSep 28, 2023 to Mar 7, 2024
- HNW RAUM · $50.9M to $51.4MSep 28, 2023 to Mar 7, 2024
- Non-discretionary RAUM · $582M to $453MSep 28, 2023 to Mar 7, 2024
- Pooled vehicle RAUM · $4.7M to $8.4MSep 28, 2023 to Mar 7, 2024
- RAUM · $637M to $517MSep 28, 2023 to Mar 7, 2024
- Accounts · 71 to 67Mar 8, 2022 to Mar 22, 2023
- HNW clients · 68 to 64Mar 8, 2022 to Mar 22, 2023
- Employees · 2 to 3Mar 8, 2022 to Mar 22, 2023
- Discretionary RAUM · $62.4M to $55.5MMar 8, 2022 to Mar 22, 2023
- HNW RAUM · $58.8M to $50.9MMar 8, 2022 to Mar 22, 2023
- Non-discretionary RAUM · $433M to $582MMar 8, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $3.7M to $4.7MMar 8, 2022 to Mar 22, 2023
- RAUM · $495M to $637MMar 8, 2022 to Mar 22, 2023
- Accounts · 68 to 71May 5, 2021 to Mar 8, 2022
- HNW clients · 67 to 68May 5, 2021 to Mar 8, 2022
Signals
7 dated events
- M•••••• C•••••• M••••••••• L•• reported RAUM $358.8M, down 31% from $516.6M (2025-01-02 to 2025-03-13)Mar 13, 2025 · RAUM change · derived
- Wilfred Glenn Rust (Managing Partner) no longer on Schedule A of M•••••• C•••••• M••••••••• L•• (listed 2024-03-07, absent 2024-04-17)Apr 17, 2024 · Control person left · inference
- J••••• C••• S••••• (Chief Compliance Officer/Coo) appeared on Schedule A of M•••••• C•••••• M••••••••• L••Apr 17, 2024 · Control person joined · fact
- M•••••• C•••••• M••••••••• L•• reported RAUM $637.4M, up 29% from $495.4M (2022-03-08 to 2023-03-22)Mar 22, 2023 · RAUM change · derived
- M•••••• C•••••• M••••••••• L•• reported RAUM $495.4M, up 93% from $256.1M (2021-05-05 to 2022-03-08)Mar 8, 2022 · RAUM change · derived
- T•••• L• V•• S•••• left M•••••• C•••••• M••••••••• L•• for V••••••• I••••••••• A•••••••• I••• (registered 2024-06-27)Feb 28, 2022 · a•••••• firm change · fact
- M•••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Apr 6, 2018 · First SEC registration · 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
- Firm profile
- linkedin.com/company/masonrycapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- masonrycap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 434-202-3554reportedpublic record, Form ADV, Aug 7, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $185Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026