Masonboro Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Masonboro Advisors is an SEC-registered investment advisory firm managing roughly $206 million for about 228 clients, serving individuals, trusts, corporations and high-net-worth clients. The firm offers discretionary portfolio management, comprehensive financial planning, and sub-advisory services, and makes available insurance and tax services through affiliated entities.
Masonboro builds tailored portfolios with an asset-allocation emphasis, using mutual funds, ETFs, individual securities and, where appropriate, structured notes via its Yield Enhancement Strategy (Y.E.S.), and it can manage “held-away” accounts through a third‑party order-management platform. The firm also acts as a sub‑adviser to other advisers and relies on custodians and third‑party systems to execute, monitor and periodically review client accounts.
Distinctive features disclosed in the firm’s brochure include operation from five offices, an affiliated tax/accounting business and an insurance portal used by its representatives, as well as explicit referral and wholesale arrangements (including a lead‑generation agreement and a structured‑product wholesale agreement) to market sub‑advisory services. The firm also discloses the use of endorsements in advertising and the promotion of third‑party ratings, practices that are less common among its peers.
Client services
Occupation focus
Fee options
Financial planning fees charged as flat fees ranging from $1,500 to $10,000
Up to 1.5% annually advisory fee
Insurance commissions earned by individual insurance agents are separate and in addition to advisory fees
Up to $250 per hour for financial planning services
Minimum fee: $250 annual administrative fee per account Fee-only: Financial planning fees charged as flat fees ranging from $1,500 to $10,000 or hourly fees up to $250/hour
Main office
5815 Oleander Drive, Suite 260
Wilmington NC 28403
Advisors at this office
7
Most active in
California · Georgia · Louisiana · North Carolina · South Carolina · Virginia
Also doing business as
Glasgow & Associates, LLC · Glasgow Asset Management · Masonboro Advisors · Y.E.S Yield Enhancement Strategy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lynn M
Verified by Warmer
Series 65
Wilmington, NC
Masonboro Advisors
Lynn Matheron is a financial advisor at Masonboro Advisors in Wilmington, NC, with three years of industry experience. She holds a Series 65 designation and has held positions at Capital Investment Advisory Services, Glasgow & Associates, and Coldwell Banker Sea Coast, among others. In addition to her advisory role, she is a licensed independent insurance agent. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm offers discretionary portfolio management, comprehensive financial planning, and sub-advisory services, using a tailored, asset-allocation approach that includes mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.
Logan R
CFA®
Wilmington, NC
Masonboro Advisors
Logan Ruthling is a CFA® charterholder with two years of industry experience. He is currently with Glasgow & Associates, LLC and previously worked at Sheets Smith Wealth Management Inc, nCino, and has experience in both university and corporate environments. He is based in Wilmington, NC. Masonboro Advisors is an SEC-registered investment advisory firm serving individuals, trusts, corporations, and high-net-worth clients. The firm manages approximately $206 million and offers discretionary portfolio management, comprehensive financial planning, sub-advisory services, and access to insurance and tax services through affiliated entities.
Allen B
CFP®, Series 63, Series 65
Wilmington, NC
Masonboro Advisors
Allen Burton is a CFP® professional affiliated with Masonboro Advisors in Wilmington, NC, with 23 years of industry experience. His prior roles include positions at Glasgow & Associates, LLC and Capital Investment Advisory Services, LLC. Outside of his advisory work, Burton manages an online insurance marketplace and is involved in a family-owned personal services company. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm specializes in discretionary portfolio management and comprehensive financial planning, employing tailored asset-allocation strategies that include mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.
Cort R
Series 65
Wilmington, NC
Masonboro Advisors
Cort Rogers is a Series 65-licensed financial advisor at Masonboro Advisors with three years of industry experience. He previously worked at Glasgow & Associates, LLC and Crewe Advisors. Outside of finance, Rogers performs occasional stunt work in the entertainment industry and serves as a high school lacrosse head coach. Masonboro Advisors manages portfolios for individuals, trusts, and corporations, employing an asset-allocation approach with mutual funds, ETFs, individual securities, and structured notes, while also providing financial planning, discretionary management, and sub-advisory services.
John G
Series 66
Wilmington, NC
Masonboro Advisors
John Glasgow is a financial advisor at Masonboro Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked at Glasgow & Associates, LLC since 2007 and at Capital Investment Group, Inc. from 2004 to 2022. Glasgow is also a licensed insurance agent, conducting related activities on a limited basis. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm emphasizes tailored asset-allocation portfolios and offers discretionary management, financial planning, sub-advisory services, and affiliated insurance and tax services.
Bryce E
CFP®, Series 63, Series 65
Wilmington, NC
Masonboro Advisors
Bryce Edmister is a CFP® professional with six years of industry experience, currently serving at Masonboro Advisors. His prior roles include positions at Glasgow & Associates, Omnistar Financial Group, and Northwestern Mutual. He is a volunteer committee member at Landfall Country Club in Wilmington, NC. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and sub-advisory services, utilizing a tailored asset-allocation approach that includes mutual funds, ETFs, individual securities, and structured notes.
Todd B
ChFC®, Series 65
Wilmington, NC
Masonboro Advisors
Todd Burton is a financial advisor with Masonboro Advisors in Wilmington, NC. He holds the ChFC® designation and a Series 65 license, and has three years of industry experience. His prior roles include positions at Glasgow & Associates, Mass Mutual Investors Services, and Wildan Financial Services. Burton is also involved in developing AI models related to wealth management through a consulting role with Mercor. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for a diverse client base including individuals, trusts, corporations, and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and sub-advisory services, utilizing a tailored asset-allocation approach that incorporates mutual funds, ETFs, individual securities, and structured notes.
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