Matson Capital LLC
Firm details
- Headquarters
- Mason, Ohio
- CRD number
- 335193
- Registered since
- May 30, 2025
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Matson Capital LLC is a limited liability company that identifies itself as a capital allocator and SEC-registered investment adviser (registration listed for 2025). The firm charges fees as a percentage of assets under management and provides financial planning, manager selection services and educational seminars or workshops. It reports a related-adviser relationship and is owned by a combination of a domestic entity and an individual. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Mark Matson
Founder & CEOCRD 1385759
Daniel List
Chief Compliance OfficerCRD 2619515
Contacts
2 of 2
Melissa Matson
Executive Vice PresidentCRD 7091576
Joshua Crawford
Vice President Of DevelopmentCRD 7243321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mason, OH
Warren
Location
Mason, OH
Headquartered in Mason, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Warren
- Address
- 5955 Deerfield Blvd
- Time zone
- ET (UTC-5)
- Office locations
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