Matter Family Office
St Louis, MO·SEC-registered · CRD #106806
Matter Family Office is an SEC-registered investment advisory firm in St Louis, MO managing $3.8B across 4.5k client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.8B
Client accounts
4.5k
Advisory staff
40
Fee model
Fee-based
How Matter Family Office is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Matter Family Office
How much does Matter Family Office manage?
Per its most recent SEC Form ADV filing (03/31/2026), Matter Family Office reports $3.8B in regulatory assets under management across roughly 4.5k client accounts.
How does Matter Family Office charge?
Matter Family Office is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Matter Family Office a fiduciary?
Yes. Matter Family Office is registered with the U.S. Securities and Exchange Commission (CRD #106806), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Matter Family Office taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Matter Family Office and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Matter Family Office's public SEC Form ADV filing (CRD #106806, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Matter Family Office. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Matter Family Office? Claim this profile.