MASONBORO ADVISORS
SEC RegisteredTaking the formality out of finance
About the firm
The Cort Rogers Project is a wealth advising practice focused on simplifying financial concepts, providing personalized financial planning, and educating clients about their financial situations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth advising including simplifying financial concepts, customized personal financial planning, financial education, a monthly newsletter (The Rogers Report), and individual lacrosse training sessions in the Wilmington, NC area.
Who they serve
Individuals seeking personalized financial planning and education, particularly those who want attention that many big firms won't offer.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 159 | $50M |
| High Net Worth Individuals | 69 | $156M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MASONBORO ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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