Firm profile

Matter Family Office

ST LOUIS, MOCRD 106806Registration Status: ApprovedEffective since December 14, 1990SEC # 801-37738Latest ADV July 21, 2026

Matter Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Louis, MO. Its latest Form ADV filing, dated July 21, 2026, reports $3.8B in regulatory assets under management, 55 employees, 4 offices, and 2,360 accounts.

Assets Under Management
$3.8B
Employees
55
Offices
4 offices
Total Clients
229

Associated firm names

5 names listed
  • FINANCIAL MANAGEMENT PARTNERS
  • MATTER, LLC
  • MATTER, INC.
  • MATTER FAMILY OFFICE

Leadership

4 roles identified
CEOCharles A. Willhoit
CEOWilliam K. Chapman
CCOChristopher J. Hunter

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

ST LOUIS, Missouri, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Missouri

ST LOUISPrimary office

Colorado

DENVER

North Carolina

RALEIGH

Texas

DALLAS

4 office records listed · 4 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.8Bas of July 21, 2026
Discretionary15.7%
$600M
16% of total RAUM15.7%
Non-discretionary84.3%
$3.2B
84% of total RAUM84.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
128
2
Individuals
42.8%
98
3
Charitable
0.9%
2
4
Pooled Investment Vehicles
0.4%
1

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.8B
Total Accounts2,360
10Y AUM Change+$1.5B (+62.6%)

Private Funds

Private funds reported by Matter Family Office

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees55
Clients per Employee4:1
10Y Employee Change+23 (+71.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
MATTER HOLDINGS LLCDirect owner · Schedule AInterest in MATTER FAMILY OFFICE
75%+
KATHERINE BANNING LINTZDirect owner · Schedule AInterest in MATTER FAMILY OFFICE
10% to < 25%
CHARLES ALEXANDER WILLHOITDirect owner · Schedule AInterest in MATTER FAMILY OFFICE
10% to < 25%
FORSYTH MATTER HOLDINGS, LLCIndirect owner · Schedule BInterest in FORSYTH MATTER MEZZANINE, INC.
75%+
BW FORSYTH PARTNERS, LLCIndirect owner · Schedule BInterest in FORSYTH MATTER HOLDINGS, LLC
75%+
BARRY WEHMILLER GROUP, INCIndirect owner · Schedule BInterest in BW FORSYTH PARTNERS, LLC
75%+
William Kyle ChapmanIndirect owner · Schedule BInterest in BARRY WEHMILLER GROUP, INC
50% to < 75%
FORSYTH MATTER MEZZANINE, INC.Indirect owner · Schedule BInterest in MATTER HOLDINGS LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Matter Family Office.

Reported ownership and control details

Form ADV · Filing date 2026-07-21 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1KATHERINE BANNING LINTZMANAGING PARTNER, BOARD OF DIRECTORSIndividualMATTER FAMILY OFFICE10% to less than 25%Code BYesMANAGING PARTNER, BOARD OF DIRECTORS08/2025Schedule APDF page 26
2MATTER HOLDINGS LLCMEMBERDomestic entityMATTER FAMILY OFFICE75% or moreCode EYesMEMBER05/2015Schedule APDF page 26
3KIRBY T. OTTBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS07/2020Schedule APDF page 26
4PHILIP EDWARD ROLLHAUSBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS02/2024Schedule APDF page 26
5CHARLES ALEXANDER WILLHOITCHIEF EXECUTIVE OFFICER, BOARD OF DIRECTORSIndividualMATTER FAMILY OFFICE10% to less than 25%Code BYesCHIEF EXECUTIVE OFFICER, BOARD OF DIRECTORS08/2025Schedule APDF page 27
6CHRISTOPHER JON HUNTERCHIEF COMPLIANCE OFFICERIndividualMATTER FAMILY OFFICELess than 5%Code NANoCHIEF COMPLIANCE OFFICER04/2026Schedule APDF page 27
7DARRYL EDWIN LARUECHIEF OPERATING OFFICERIndividualMATTER FAMILY OFFICELess than 5%Code NANoCHIEF OPERATING OFFICER08/2025Schedule APDF page 27
8KEVIN MICHAEL MCCABEBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS04/2026Schedule APDF page 27
9TAMARA JEAN WARDBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS04/2026Schedule APDF page 27
10ANDREW BRUCE FRAILEYBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS04/2026Schedule APDF page 27
11PAUL T CICHONBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS04/2026Schedule APDF page 27
12RYAN LOWELL GABLEBOARD OF DIRECTORSIndividualMATTER FAMILY OFFICELess than 5%Code NAYesBOARD OF DIRECTORS04/2026Schedule APDF page 27
13FORSYTH MATTER MEZZANINE, INC.OWNERDomestic entityMATTER HOLDINGS LLC25% to less than 50%Code CYesOWNER10/2024Schedule BPDF page 27
14FORSYTH MATTER HOLDINGS, LLCOWNERDomestic entityFORSYTH MATTER MEZZANINE, INC.75% or moreCode EYesOWNER10/2024Schedule BPDF page 27
15BW FORSYTH PARTNERS, LLCOWNERDomestic entityFORSYTH MATTER HOLDINGS, LLC75% or moreCode EYesOWNER10/2024Schedule BPDF page 27
16BARRY WEHMILLER GROUP, INCOWNERDomestic entityBW FORSYTH PARTNERS, LLC75% or moreCode EYesOWNER10/1975Schedule BPDF page 27
17William Kyle ChapmanCEOIndividualBARRY WEHMILLER GROUP, INC50% to less than 75%Code DYesCEO03/2026Schedule BPDF page 27

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/21/2026 3:31:39 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.