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 March 31, 2026, reports $3.8B in regulatory assets under management, 55 employees, 2 offices, and 2,360 accounts.
Assets Under Management
$3.8B
Employees
55
Offices
2 offices
Total Clients
229
Primary office
ST LOUIS, MO
8001 FORSYTH BLVD, SUITE 950, ST LOUIS, MO, United States
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
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 31, 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.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.8B
Total Accounts2,360
10Y AUM Change+$1.5B (+62.6%)
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%)
* 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.