Mattern Capital Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$863K

Accounts

1,244

Employees

Advisory reps

Firm details

Headquarters: Lakewood, Colorado
CRD number: 299342
Registered since: January 28, 2019
Website: matterncapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.73%
Individuals4.95%
Other1.59%
Insurance Companies0.96%
Charitable Organizations0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mattern Capital Management, LLC is an independent, individual-owned registered investment adviser that started SEC registration in 2019 and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions, together with pension consulting and manager selection services. Its billing model includes percentage-of-AUM fees plus the option of hourly or fixed-fee arrangements. Mattern does not identify as an active ESG investor. The firm has been recognized by Forbes in consecutive RIA listings (America's Top RIA Firms in 2023 and Top RIA Firms in 2024), and it operates as a single-state adviser per its snapshot data. Mattern describes its preference for equity-centered portfolios while acting as a third-party allocator into external alternative managers where appropriate.