Dale Mason
MG Capital Partners · Vienna, Virginia
Dale Mason is a fee-only financial advisor at MG Capital Partners in Vienna, Virginia. MG Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | MG Capital Partners |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $83.3M across 288 accounts |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 7222688 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Dale's firm compares
- MG Capital Partners's average account is about $289,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Dale
Is Dale Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and MG Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale's firm, MG Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dale Mason based?
Dale Mason is based in Vienna, Virginia.
Is Dale Mason registered with the SEC?
Yes. Dale Mason is registered as an investment adviser representative in DC, MD and VA (CRD 7222688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MG Capital Partners manage?
MG Capital Partners reports $83.3M across 288 accounts in assets under management.
How do I contact Dale Mason?
Contact details aren't on file yet. Search for MG Capital Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Vienna
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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