Asset manager · Coral Gables, FL
MAS Advisors LLC
SEC-registered investment adviser · CRD 165906 · SEC 801-77354
At a glance
MAS Advisors LLC is an SEC-registered investment adviser based in Coral Gables, Florida, with $2.6 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is insurance companies, and it reports 17 individual clients. By Form ADV it is a asset manager, ranked 946th of 3,218 asset managers and 3,129th of 17,210 SEC-registered advisers by assets.
Main office 786-364-3101masadvisorsllc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.6B
- Rank among asset managers
- #946 of 3,218
- Rank among all SEC RIAs
- #3,129 of 17,210
- Rank in Florida
- #140 of 1,090
- Individual clients
- 17
- High-net-worth clients
- 15
- Accounts
- 295
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Ricardo R. CalderonChief Compliance Officer (01/2026), Managing Member and Executive Managing Director
- Francisco J. SolerChief Investment Officer, President
- Bridget E. FagerholtSenior Vice President
- Martin E. RodriguezController
- Lisa R. HastingsDirector of Operations
Custody and brokerage
Custodian
MAS Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
MAS Advisors LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 3 | $2.5B | 98% |
| High-net-worth individuals | 15 | $41M | 2% |
| Other investment advisers | 1 | $22M | <1% |
| Individuals | 2 | $1M | <1% |
Disciplinary disclosures
MAS Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗masadvisorsllc.com ↗
AtlasMembers
The full record on MAS Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 861 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does MAS Advisors LLC manage?
MAS Advisors LLC reports $2.6 billion in regulatory assets under management across 295 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is MAS Advisors LLC?
MAS Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are MAS Advisors LLC’s clients?
By assets, its largest client types are insurance companies ($2.5 billion, 3 clients); high-net-worth individuals ($41 million, 15 clients); other investment advisers ($22 million, 1 clients).
Does MAS Advisors LLC have any disciplinary history?
MAS Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is MAS Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →