MATTHEW LAYDON CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$30M
Discretionary
$20M
67% of AUM
Avg account
$500K
Accounts
60
Employees
1
Advisory reps
1

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
329960
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals66.67%
  • Pension & Profit Sharing Plans32.63%
  • Corporations / Businesses0.67%
  • HNWI0.03%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Matthew Laydon Capital Management is an independent registered investment adviser structured as an LLC and owned by Matthew Laydon. The firm serves both individual and family clients as well as select institutional relationships, charging fees as a percentage of assets under management. Core services are financial planning and portfolio management for individuals and small businesses. Investment posture is equity-forward: the adviser favors exchange-traded equities and uses liquid, market-traded instruments as the backbone of client portfolios, supplemented by mutual funds and external alternative managers where appropriate. The firm operates with a mix of discretionary and non-discretionary mandates, with a majority of assets managed on a discretionary basis. Custody with Interactive Brokers LLC and the emphasis on exchange-traded securities suggest an execution- and trade-focused platform that supports frequent rebalancing, tax-aware trades, and separately managed account implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, US Government Bonds 10%, Derivatives 5%, Cash & Cash Equivalents 5%80%
  • Exchange Traded Equities80%
  • US Government Bonds10%
  • Derivatives5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • MATTHEW LAYDON

    Investment Advisor RepresentativeCRD 4267766

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

CHARLESTON, SC

BERKELEY

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
BERKELEY
Address
134 Wando Reach Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth