Data / Investment advisers / Mississippi / Mascagni Wealth Management, Inc.
Mascagni Wealth Management, Inc., Clinton, MS: $424 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mascagni Wealth Management, Inc. is an SEC registered investment adviser with its main office in Clinton, Mississippi and reports $424 million in regulatory assets under management in its Form ADV filed August 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Mascagni Wealth Management, Inc. (CRD number 115046): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115046
- SEC file number
- 801-110839
- SEC status
- Approved, effective July 19, 2017
- Main office
- 205 E. Main Street, Clinton, MS 39056
- Phone
- (601) 925-8099
- Regulatory AUM
- $424,500,000 in the Form ADV filed August 13, 2026
- Discretionary AUM
- $424,500,000
- Accounts
- 1,948
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $256.6 million |
| Individuals (other than high net worth individuals) | 598 | $153.2 million |
| Charitable organizations | 6 | $11.1 million |
| Corporations or other businesses | 19 | $3.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $424.5 million | March 27, 2026 |
| December 1, 2025 | $365.5 million | October 10, 2025 |
Other advisers in Mississippi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Concepts | Columbus | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | $743.7 million | Not listed | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | Not listed | adviserinfo.sec.gov |
| Trinity Capital Investors | Jackson | $458.3 million | Not listed | adviserinfo.sec.gov |
| Resolute Wealth Strategies, LLC | Jackson | $387.6 million | Not listed | adviserinfo.sec.gov |
| Langley Wealth Management, LLC | Corinth | $370.6 million | Not listed | adviserinfo.sec.gov |
| Peregrine Investment Advisors, LLC | Madison | $368.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mississippi
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Mascagni Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.