Mason William Yerian

Employer firm

Aegis Wealth Management, Inc. CRD 301990

$216M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Raising Cane's
  Lancaster, OH
• 07/2024 → Present
  Ohio University Club With Etp Wealth Management
  Lancaster, OH
• 08/2025 → Present
  Ohio University
  Athens, OH
• 04/2026 → Present
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 04/2016 → 06/2025
  Primary & Secondary School
  Lancaster, OH

Other Businesses

(1. Raising Cane's; Not investment-related; Baton Rouge, Louisiana; Nature: Fast-food; Position: Crewmember; Start: 05/2023; Approximately 20 hours/month during academic months, with 0 hrs/mo anticipated May through August. (2. Ohio University Club coordinating with ETP Wealth Management; Investment-related; Walnut Creek, California; Nature of business: Financial Planning; Position: Workshop Coordinator; Start: 07/2024; Anticipate 24 hrs/mo during academic months & 160 hrs/mo during summers (May 1st - August 21st) with all hours during securities trading hours; Duties: market updates and research. (3. Insurance; Investment-related; Licensed for Ohio Life, Accident & Health Insurance; Start 10/2025; Anticipate minimal time during academic months & 160 hours/month during summers (May 1st - August 21st) with all hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-29