FIRST MASON FINANCIAL, LLC
SEC file number 801-72315
· MEDINA, OH
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$139.9M
Discretionary AUM
$139.9M
Employees
3
Clients
4
Firm
- Address
- 33 PUBLIC SQUARE
MEDINA, OH 44256 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RCS - First Financial, LLC Medium name-match confidence · CIK 2120291 · CO
- BayFirst Financial Corp. Medium name-match confidence · CIK 1649739 · FL
- FIRST NILES FINANCIAL INC Medium name-match confidence · CIK 1065823 · OH
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- First Financial Security, Inc. Medium name-match confidence · CIK 2016396 · GA
- First Greenwich Financial, Inc. Medium name-match confidence · CIK 1703590 · CT
- Moov Financial, Inc. Medium name-match confidence · CIK 1816808 · IA
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
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First Greenwich Financial, Inc. · D · Oct 16, 2026$15M
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BayFirst Financial Corp. · D · May 5, 2026$80M
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First Financial Security, Inc. · D · Apr 3, 2026$4.1K
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RCS - First Financial, LLC · D · Mar 13, 2026$9.5M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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Moov Financial, Inc. · D · Oct 8, 2025$11.5M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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FIRST NILES FINANCIAL INC · D · May 19, 2025$3M
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Moov Financial, Inc. · D/A · Apr 8, 2025$20.5M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025