HERMITAGE, PACRD 168073Latest ADV February 10, 2026
Matune Basile Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hermitage, PA. Its latest Form ADV filing, dated February 10, 2026, reports $343M in regulatory assets under management, 5 employees, and 1,017 accounts.
Assets Under Management
$343M
Employees
5
Offices
--
Total Clients
264
Primary office
HERMITAGE, PA
295 N. KERRWOOD DR. SUITE 102, HERMITAGE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
169
2
HNWI
28.8%
76
3
Corporations
4.2%
11
4
Charitable
3.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$343Mas of February 10, 2026
Discretionary100.0%
$343M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$343M
Total Accounts1,017
10Y AUM Change+$228M (+197.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee53:1
10Y Employee Change+3 (+150.0%)
* 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.