Matter Family Office

RIASEC RegisteredEst. 1990
Total AUM
$3.8B
Discretionary
$600M
16% of AUM
Avg account
$1.6M
Accounts
2,360
Employees
55
Advisory reps
43

Firm details

Headquarters
Saint Louis, Missouri
CRD number
106806
Registered since
December 14, 1990
Website
www.matterfamilyoffice.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.45%
  • Pooled Investment Vehicles4.52%
  • Individuals4.34%
  • Charitable Organizations0.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Matter Family Office is an independent, SEC-registered investment adviser organized as an LLC and operating since 1990. The firm positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. Its fee arrangements combine a percentage-of-AUM structure with fixed fees. Core advisory services reported on regulatory filings include financial planning, discretionary and nondiscretionary portfolio management for individuals and pooled vehicles, manager selection, and educational seminars. The firm is not identified as an active ESG investor and does not report pension consulting as a primary line of business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 22%, Private Funds 14%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Other 2%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities22%
  • Private Funds14%
  • State & Local Bonds4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 4
  • Darryl Larue

    Darryl Larue

    Principal & Chief Operating OfficerCRD 7089947

  • Christopher Hunter

    Christopher Hunter

    Principal, Chief Legal OfficerCRD 7089949

  • Jerrel Armstrong

    Jerrel Armstrong

    Principal and Chief Investment OfficerCRD 2818688

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Contacts

3 of 39
  • Margaux Roth

    Margaux Roth

    Managing DirectorCRD 4875756

  • Lauren Maher

    Lauren Maher

    Associate DirectorCRD 6682410

  • Ryan Gable

    Managing PartnerCRD 3073444

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
8001 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth