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- Custodian
- Anchorage Digital ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison quantumFusion crest +more
- Established Date
- 12-04-2018
- Office Locations
- 3
Office Locations
About Match Grade Advisors
Match Grade Advisors is an RIA providing relationship-first financial planning and portfolio management for individuals and business owners, including retirement plan advisory. The team emphasizes personalized, goal-based planning and clear communication through market volatility. Investment capabilities span mutual funds/ETFs and broader allocation work, with stated exposure to alternatives and digital assets. Custody relationships include Charles Schwab and Anchorage Digital.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES CARSON VAUGHAN
Chief Compliance Officer
- CRD
- #5323217
- Ownership
- Less than 5%
RAY WILLIAM WELCH III
Partner
- CRD
- #2734032
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Chace M Cooper
--
- CRD
- #7816735
ROBERT JAMES EDWARDS
--
- CRD
- #7222825
Pathway prime
Matrix optima
- CRD
- #38517
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,420,662 | $3,600,246 |
| Non-Discretionary | $176,964,012 | $614,458 |
| Total | $479,384,674 | $1,288,668 |
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Separately Managed Accounts
Total SMA Asset: $479,384,674
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,356,354,791 | 28.9% |
| Cash | $5,797,121,996 | 71.1% |
| Total | $8,153,476,787 | 100.0% |