FIRST MASON FINANCIAL, LLC

FIRST MASON FINANCIAL, LLC of MEDINA, OH is an SEC-registered investment adviser (CRD 145025). Regulatory assets under management: $185.7M.

Registration

• CRD: 145025
• SEC file number: 801-72315
• Type: Registered investment adviser
• Location: 33 PUBLIC SQUARE, MEDINA, OH, 44256
• Phone: 330-722-5777
• Latest filing: 2026-03-31
• Regulatory AUM: $185.7M
• Discretionary AUM: $185.7M
• Clients: 3
• Accounts: 1,068

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search