Mattern Capital Management, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$863K

Accounts

1,244

Employees

Advisory reps

Firm details

Headquarters: Lakewood, Colorado
CRD number: 299342
Registered since: January 28, 2019
Website: matterncapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.73%
Individuals4.95%
Other1.59%
Insurance Companies0.96%
Charitable Organizations0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mattern Capital Management, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm registered with the SEC in 2019 and offers a mix of portfolio management and financial planning services, including selection of other advisers and pension consulting services. Its billing options include percentage-of-assets fees, hourly charges and fixed fees. Mattern does not describe itself as an active ESG investor and currently operates as a single-state adviser under its classification as an independent RIA. The firm has been recognized by Forbes among its RIA lists in 2023 and 2024.