Sharon L Kampner
Financial advisor at Mason Investment Advisory Services, Inc. · Reston, VA
Last updated 2026-10-10
Claim your profileSharon L Kampner is a financial advisor at Mason Investment Advisory Services, Inc. in Reston, VA, CRD 4631312. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2003-03-12.
Registration
- CRD number
- 4631312
- Registration status
- Active
- IAPD registration
- 2003-03-12
- Industry Experience
- 23 years
- Work Experience
- 15 years
- States registered
- CA, VA
Licenses and exams
- Series 65
- Series 63
Designations
- CFP®
Work history
- 2011-07 to Present · Mason Investment Advisory Services, Inc. · Reston, VA
Current employment
- Mason Investment Advisory Services Inc · Reston, VA
Mason Investment Advisory Services, Inc.
- Regulatory AUM
- $15,671,432,130
- Registered advisors
- 31
- Offices
- 4
- Clients per advisor
- 37.0 (Low)
- Average AUM per client
- $13.7M (Moderate)
- High-net-worth client ratio
- 66.2% (High)
Mason Investment Advisory Services, Inc.: advisors, services and reported ETF investments
About
Sharon L Kampner is a CFP® financial advisor at Mason Investment Advisory Services Inc in Reston, VA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 23 years of industry experience and 15 years of reported work history.
Mason Investment Advisory Services, Inc.'s firm-level Form ADV reports 31 advisors across 4 offices; approximately 37.0 clients per advisor, average assets per client of $13,662,975, and regulatory AUM of $15.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.6B across 65 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Sharon L Kampner personally.
Reported ETF positions
Mason Investment Advisory reports 65 ETF positions worth $2.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VLUE — iShares MSCI USA Value Factor ETF | $893.4M |
| AVUV — Avantis U.S. Small Cap Value ETF | $352.3M |
| VSS — Vanguard FTSE All-Wld ex-US SmCp Idx ETF | $293.6M |
| AVSC — Avantis U.S Small Cap Equity ETF | $260.6M |
| TGRT — T. Rowe Price Growth ETF | $258.2M |
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
Mason Investment Advisory'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 | $41.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $41.6M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $563.3K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | VLUE — iShares MSCI USA Value Factor ETF | $893.4M | Top 89.8% | Replicability (R²) 85.5% · Residual Sharpe 0.12 |
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 Mason Investment Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Location
11921 Freedom Drive, Reston, VA 20190
27 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 703-716-6000
- Website: masoncompanies.com
Official record
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