Overview
Assets Under Management: $918 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 229
Average Client Assets: $4 million
Frequently Asked Questions
MATTERN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299342), MATTERN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MATTERN CAPITAL MANAGEMENT, LLC is headquartered in LAKEWOOD, CO.
MATTERN CAPITAL MANAGEMENT, LLC serves 229 high-net-worth clients according to their SEC filing dated August 29, 2024. View client details ↓
According to their SEC Form ADV, MATTERN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MATTERN CAPITAL MANAGEMENT, LLC is ranked #163 by Forbes in 2025. Learn more about these rankings ↓
MATTERN CAPITAL MANAGEMENT, LLC manages $918 million in client assets according to their SEC filing dated August 29, 2024.
According to their SEC Form ADV, MATTERN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 163
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 229
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.34
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,151
Discretionary Accounts: 1,151
Regulatory Filings
CRD Number: 299342
Last Filing Date: 2024-08-29 00:00:00
Website: https://matterncapital.com