Maseco Asia Limited
- Regulatory AUM
- $106M
- Discretionary
- $106M
- Clients
- 72
- Avg AUM / client
- $1.5M
- Accounts
- 242
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 34 | $8.6M | 8.14% |
| High net worth individuals | 38 | $97.5M | 91.9% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ashley Jo Scher | Director | CFP | Feb 2016 (11y) | 25% – 50% |
| James Robert Dundas Sellon | Significant Shareholder | CFA | Feb 2016 (11y) | 10% – 25% |
| Joshua Eli Matthews | Significant Shareholder, Control Person | Feb 2016 (11y) | 25% – 50% | |
| Mark E Scher | Director | Feb 2016 (11y) | 25% – 50% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $74.3M (70% of AUM) Mar 2026
- Raymond James $53.7M (65% of AUM) Mar 2025
- RBC $17.4M (16% of AUM) Mar 2026
- Interactive Brokers $14.4M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗