Overview
Assets Under Management: $297 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 10
Average Client Assets: $29.7 million
Frequently Asked Questions
MATTERS CAPITAL 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 #333776), MATTERS CAPITAL LLC is subject to fiduciary duty under federal law.
MATTERS CAPITAL LLC is headquartered in MIAMI, FL.
MATTERS CAPITAL LLC serves 10 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, MATTERS CAPITAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MATTERS CAPITAL LLC manages $297 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, MATTERS CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $29.7 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 333776
Filing ID: 2066109
Last Filing Date: 2026-03-19 09:57:48