{
  "crd_number": 145151,
  "slug": "masonboro-advisors-wilmington-nc-145151",
  "primary_business_name": "MASONBORO ADVISORS",
  "legal_name": "GLASGOW & ASSOCIATES, LLC",
  "dbas": [
    "GLASGOW ASSET MANAGEMENT",
    "MASONBORO ADVISORS",
    "Y.E.S - YIELD ENHANCEMENT STRATEGY"
  ],
  "city": "Wilmington",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "48900",
  "metro": {
    "cbsa_code": "48900",
    "common_name": "Wilmington",
    "msa_name": "Wilmington, NC",
    "path": "/advisors/nc/wilmington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-28",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 206479807.0,
  "raum_discretionary": 206479807.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 708117.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 50162363.0,
      "count": 159
    },
    "high_net_worth_individuals": {
      "raum": 155609316.0,
      "count": 69
    },
    "corporations_other_businesses": {
      "raum": 11.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "LA",
    "NC",
    "SC",
    "VA"
  ],
  "websites": [
    "https://facebook.com/masonboroadvisors",
    "https://facebook.com/people/Fairways-2-Finance/61582321648972",
    "https://facebook.com/people/John-M-Glasgow-RSSA/61575488022610",
    "https://glasgowassetmanagememt.com",
    "https://instagram.com/fairways2finance",
    "https://linkedin.com/company/masonboro-advisors",
    "https://masonboroadvisors.com",
    "https://thecortrogersproject.com",
    "https://twitter.com/masonboroFP",
    "https://youtube.com/@Fairways2Finance"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145151",
  "city_as_filed": "WILMINGTON",
  "url": "https://advisorcensus.com/firm/masonboro-advisors-wilmington-nc-145151",
  "display_name": "Masonboro Advisors",
  "summary": "Masonboro Advisors is an SEC-registered investment advisory firm in Wilmington, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Masonboro Advisors (CRD 145151): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Masonboro Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Masonboro Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Masonboro Advisors located?",
      "a": "Masonboro Advisors' principal office is in Wilmington, NC, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Masonboro Advisors registered with the SEC or a state?",
      "a": "Masonboro Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145151."
    },
    {
      "q": "How much does Masonboro Advisors manage?",
      "a": "Masonboro Advisors reports $206,479,807 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Masonboro Advisors' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Masonboro Advisors: Regulatory assets under management: $155,941,918 in the October 2025 data and $206,479,807 in the October 2026 data, up 32%. Total employees: 8 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Masonboro Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (69)."
    },
    {
      "q": "Which custodians does Masonboro Advisors use?",
      "a": "Masonboro Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Masonboro Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145151"
    },
    {
      "q": "Does Masonboro Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"There is no minimum account size.\""
    },
    {
      "q": "What changed in Masonboro Advisors' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added the business name Glasgow Asset Management."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 155941918.0,
      "total_employees": 8,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 206479807.0,
      "total_employees": 9,
      "filing_date": "2026-07-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Glasgow Asset Management."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Y.E.S - Yield Enhancement Strategy.",
        "Regulatory assets under management went from $155,941,918 to $206,479,807 (+32%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/masonboro-advisors-wilmington-nc-145151.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 50162363.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 69,
      "fewer_than_5": false,
      "raum": 155609316.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 708117.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 11.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145151",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}