MATTY AI INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Jonathan Bryson
Founder & CEOCRD 7446560
Contacts
1 of 1NATALIE COOPER
OwnerCRD 6437048
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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