Matters Capital LLC

RIASEC Registered

Total AUM

$297M

Discretionary

$297M

100% of AUM

Avg account

$4.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 333776
Registered since: February 24, 2025
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Matters Capital LLC operates as an independent RIA organized as an LLC and is SEC-registered as of 2025. The firm focuses on serving individuals and families, charging a mix of percentage-of-AUM and fixed fees. Its advisory mandate spans financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. Matters Capital also functions as a capital allocator and has roles as sponsor, general partner, and managing member of pooled investment vehicles. It does not identify as an active ESG investor.