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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-2024
- Office Locations
- 1
Office Locations
About Girdwood Capital LLC
Girdwood Capital LLC is a Girdwood, Alaska-based RIA providing individualized financial planning and investment management for clients in Anchorage and nationwide. Led by principal Matthew Schechter (30+ years in tax, accounting/financial reporting, and forensic accounting), the firm builds goal-aligned portfolios with a notable ETF and fixed-income allocation approach and uses Charles Schwab & Co. as a custodian. The firm is taking on new clients with no minimums to get started.
Reported data analysis
What the numbers show
Of the latest reported AUM, 82.4% is discretionary and 17.6% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $638.2K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Matthew David Schechter
Chief Compliance Officer, Managing Member
- CRD
- #7182342
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,825,923 | -- |
| Non-Discretionary | $7,848,722 | -- |
| Total | $44,674,645 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Girdwood Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.