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Clay Joseph Sefter

MASONRY CAPITAL MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia
Series 65Clean record2 years registeredMASONRY CAPITAL MANAGEMENT, LLC
404 PEOPLE PLACE, CHARLOTTESVILLE, VA 22911CRD# 7902816Firm CRD# 292664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clay Joseph Sefter · CHARLOTTESVILLE, VA
Registration
CRD #7902816 · MASONRY CAPITAL MANAGEMENT, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

MASONRY CAPITAL MANAGEMENT, LLC
Jul 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 5, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASONRY CAPITAL MANAGEMENT, LLC
CRD 292664 · SEC 801-113177
AUM
$517M
Regulatory assets under management
Employees
3
59 client accounts
Services offered by MASONRY CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MASONRY CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Clay Joseph Sefter offer?
Clay Joseph Sefter specializes in Investment Management, Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Clay Joseph Sefter's credentials?
Clay Joseph Sefter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clay Joseph Sefter located?
Clay Joseph Sefter is based in CHARLOTTESVILLE, Virginia, working with MASONRY CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Clay Joseph Sefter charge for services?
Clay Joseph Sefter's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASONRY CAPITAL MANAGEMENT, LLC?
MASONRY CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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