Family Office
    SEC Registered
    Manages Private Funds

    Matter Family Office

    Registered investment advisor · St Louis, Missouri · CRD #106806

    Assets Under Management
    $3.8B
    Client Accounts
    2,360
    Employees
    55
    CRD Number
    106806
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Matter Family Office

    Matter Family Office, founded in 1990, offers comprehensive financial services including investment management and wealth planning for families, with a focus on long-term success and strategic decision-making. It operates with a team of 51-200 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Matter Family Office

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    Frequently Asked Questions

    What is Matter Family Office's AUM?

    Matter Family Office reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Matter Family Office headquartered?

    Matter Family Office is headquartered in St Louis, Missouri.

    What is Matter Family Office's CRD number?

    Matter Family Office's CRD number is 106806. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Matter Family Office manage?

    Matter Family Office manages approximately 2,360 client accounts according to its latest SEC filing.

    Is Matter Family Office SEC registered?

    Yes, Matter Family Office is registered with the SEC as an investment adviser with an approved registration status.

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