Mattern Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood, CO. Its latest Form ADV filing, dated March 12, 2026, reports $1.1B in regulatory assets under management, 9 employees, 1 office, and 1,244 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
1 office
Total Clients
436
Primary office
LAKEWOOD, CO
165 S. UNION BLVD, SUITE 780, LAKEWOOD, CO, United States
Top client segmentHNWI represent 53.9% of total clients.
Top client categories% of clientsClients
1
HNWI
53.9%
235
2
Individuals
38.8%
169
3
QUALIFIED PLAN PARTICIPANT DIRECTED CLIENTS
6.0%
26
4
Corporations
1.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 12, 2026
Discretionary100.0%
$1.1B
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$1.1B
Total Accounts1,244
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee48:1
10Y Employee Change+5 (+125.0%)
* 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.