# John Masters, CPA, PC

> John Masters, CPA, PC is a state-registered investment advisory firm in Atlanta, GA, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 126151
- Filed as: JOHN MASTERS, CPA, PC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126151
- AdvisorCensus page: https://advisorcensus.com/firm/john-masters-cpa-pc-atlanta-ga-126151

## Quick answers

**How is John Masters, CPA, PC compensated?**
On its Form ADV (Item 5.E, October 2026), John Masters, CPA, PC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is John Masters, CPA, PC located?**
John Masters, CPA, PC's principal office is in Atlanta, GA, according to its Form ADV.

**Is John Masters, CPA, PC registered with the SEC or a state?**
John Masters, CPA, PC is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 126151.

**How much does John Masters, CPA, PC manage?**
John Masters, CPA, PC reports $4,902,435 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (95% discretionary).

**What types of clients does John Masters, CPA, PC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (2).

**Does John Masters, CPA, PC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126151

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,902,435
- Discretionary: $4,644,132
- Non-discretionary: $258,303

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,509,814 |
| High net worth individuals | 2 | $2,392,621 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1996 (30 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- johnmasterscpa.com
- Facebook @category
- LinkedIn @john-masters-ba691712

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. John Masters, CPA, PC (CRD 126151): Form ADV filing data as of October 2026.