MATTER FAMILY OFFICE

RIASEC RegisteredEst. 1990

Total AUM

$3.8B

Discretionary

$600M

16% of AUM

Avg account

$1.6M

Accounts

2,360

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 106806
Registered since: December 14, 1990
Website: www.matterfamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.45%
Pooled Investment Vehicles4.52%
Individuals4.34%
Charitable Organizations0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Matter Family Office is an independent, SEC‑registered registered investment adviser organized as an LLC and on the register since 1990. The firm positions itself as a capital allocator for high‑net‑worth individuals, families and institutional clients, offering both percentage‑of‑AUM and fixed‑fee engagements. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and pooled vehicles, selection of outside managers, and client education through seminars and workshops. Matter Family Office also acts in sponsor and general partner roles for pooled investment vehicles and identifies and allocates to third‑party managers rather than relying solely on in‑house proprietary strategies. The firm does not characterize itself as an active ESG investor.