Matter Family Office

RIASEC Registered

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 operating as a limited liability company and reporting an SEC registration date of 1990. The firm positions itself as a capital allocator and serves high-net-worth individuals and families as well as institutional clients. Its advisory menu includes financial planning, portfolio management for individuals/small businesses, portfolio management for pooled investment vehicles, selection of sub‑advisers, and educational seminars/workshops. Fee arrangements include both a percentage-of-AUM schedule and fixed fees. The firm identifies itself as a family office and provides services consistent with that role, including adviser selection and pooled-vehicle management. Matter Family Office does not report itself as an active ESG investor and is not listed as a pension consultant or related adviser in its filing.