John Joseph Masterson
Financial advisor at Captrust Financial Advisors · Chesterton, IN
Last updated 2026-10-10
Claim your profileJohn Joseph Masterson is a financial advisor at Captrust Financial Advisors in Chesterton, IN, CRD 4339363. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2005-01-24.
Registration
- CRD number
- 4339363
- Registration status
- Active
- IAPD registration
- 2005-01-24
- Industry Experience
- 21 years
- Work Experience
- 12 years
- States registered
- IN
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-07 to 2020-05 · First Allied Securities · San Diego, CA
- 2014-07 to 2020-05 · Lakeside Wealth Management Group · Indianapolis, IN
- 2020-05 to Present · Capfinancial Securities LLC · Raleigh, NC
- 2020-05 to Present · Capfinancial Partners LLC (captrust) · Raleigh, NC
Current employment
- Captrust · Raleigh, NC
Captrust Financial Advisors
- Regulatory AUM
- $1,236,704,853,633
- Registered advisors
- 962
- Offices
- 235
- Clients per advisor
- 43.4 (Low)
- Average AUM per client
- $29.6M (Moderate)
- High-net-worth client ratio
- 43.5% (Moderate)
Captrust Financial Advisors: advisors, services and reported ETF investments
About
John Joseph Masterson is a financial advisor at Captrust, operating as Captrust Financial Advisors in Chesterton, IN. Reported securities licenses include Series 63 and Series 65. The latest record indicates 21 years of industry experience and 12 years of reported work history. Reported roles include Capfinancial Securities LLC, Capfinancial Partners LLC (captrust), First Allied Securities, Lakeside Wealth Management Group.
Captrust Financial Advisors' firm-level Form ADV reports 962 advisors across 235 offices; approximately 43.4 clients per advisor, average assets per client of $29,621,673, and regulatory AUM of $1.2T; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $32.6B across 826 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Joseph Masterson personally.
Reported ETF positions
Captrust Financial Advisors reports 826 ETF positions worth $32.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.5B |
| VEA — Vanguard FTSE Developed Markets ETF | $2.2B |
| SHY — iShares 1-3 Year Treasury Bond ETF | $1.7B |
| VTV — Vanguard Morningstar Value ETF | $1.5B |
| IXUS — iShares Core MSCI Total International Stock ETF | $1B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Captrust Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $47.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $28.5M | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $897.1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund | $47.7M | Top 99.2% | Replicability (R²) 36.7% · Residual Sharpe 0.78 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Captrust Financial Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
3100 Village Point, Chesterton, IN 46304
21 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 919-870-6822
- Website: captrust.com
Official record
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