# First Mason Financial

First Mason Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://firstmasonfinancial.com

## Regulatory record

- **CRD number:** 145025
- **SEC file number:** 801-72315
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145025

## About

FIRST MASON FINANCIAL, LLC is an SEC-registered investment adviser in MEDINA, OH, registered since 2011. The firm manages approximately $186 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Questions

### What is the known investment focus of First Mason Financial?

Public records do not specify First Mason Financial's investment focus, asset classes, or sectors. The firm has not disclosed a strategy, and no portfolio companies or deals have been attributed to it in reliable sources.

### Who are the principals of First Mason Financial?

No principals, investment committee members, or senior professionals have been publicly named in connection with First Mason Financial. The firm's leadership remains confidential.

### What is the source of wealth behind First Mason Financial?

The origin of the underlying wealth is not disclosed in any public record. No family name, industry sector, or entrepreneurial background has been attributed to the entity.

### Where is First Mason Financial headquartered?

The firm's headquarters city and country are not publicly listed. No address or office location has been associated with First Mason Financial.

### Has First Mason Financial made any notable investments or co-investments?

No named investments, co-investments, or fund commitments have been publicly reported. The firm's portfolio remains entirely unverifiable.

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Last updated: 2026-07-06T01:24:16.694Z

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