MATTY AI INC.

RIASEC RegisteredEst. 2021
Total AUM
$39.3K
Discretionary
$39.3K
100% of AUM
Avg account
$291
Accounts
135
Employees
2
Advisory reps
2

Firm details

Headquarters
GREENVILLE, South Carolina
CRD number
317016
Registered since
October 29, 2021
Website
matty.ai
Custodians
ALPACA SECURITIES LLC
Fee structure
Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Matty Ai Inc. is a small, client-focused advisory firm that concentrates on managing portfolios for individuals and small businesses. The firm favors exchange-traded equities and appears to run a lean, equity-centered approach to portfolio construction. Matty Ai Inc. identifies as an active ESG investor, indicating sustainability or environmental, social and governance criteria are part of its security selection or screening process. The firm operates as a corporation owned by an individual and was registered with the SEC in 2021. Its advisory activities are limited in scope—portfolio management for individuals and small businesses—rather than institutional mandates or broad multi-state distribution. The fee model is listed as “other,” which suggests a non-standard charging arrangement relative to pure AUM or commission models.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jonathan Bryson

    Founder & CEOCRD 7446560

Contacts

1 of 1
  • NATALIE COOPER

    OwnerCRD 6437048

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENVILLE, SC

GREENVILLE

Location

GREENVILLE, SC

Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
GREENVILLE
Address
5 Tryon Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth