MATTHEW LAYDON CAPITAL MANAGEMENT
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Derivatives5%
- Cash & Cash Equivalents5%
Contacts
1 of 1MATTHEW LAYDON
Investment Advisor RepresentativeCRD 4267766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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