Matador Financial

Overview

Matador Financial is a small, fee-based investment advisory firm that focuses on portfolio management for individual and family clients. The firm runs discretionary portfolios and shows a clear preference for equity-focused strategies, allocating the majority of client capital to exchange-traded equities. Its advisory model charges a percentage of assets under management and emphasizes liquid, tradable positions suitable for hands-on portfolio management. Investment activity appears centered on direct equity exposure and liquid pooled vehicles, with supplemental use of mutual funds and selective allocations to real estate as an alternative sleeve. Custody choices and asset mix suggest an approach that blends active equity selection with broad-market ETF exposure for core holdings, while using third-party real estate allocations where appropriate to add diversification and potential income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices