$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
3 Employees
96 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 09-27-2019
- Office Locations
- 1
Office Locations
705 Gold Lake Drive Suite 250 Folsom CA
About Mathews Capital Management
Mathews Capital Management is a Folsom-based RIA. The firm has been operating for 6 years. Managing $40.5M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and Principal. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
51 AVG AGE
$20.3M AVG AUM / ADVISOR
$421.9K AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Quantum Radial Timber prime North
Client Personas
Wave
Investment Themes
Ridge Pioneer
Investment Vehicles
Beacon bridge
Services
Beacon ridge North peak Bridge frontier Optima Delta momentum Atlas Meridian fusion
Technology
Beacon
Owner & Executives
R
RUSSELL PAGE MATHEWS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2520352
- Ownership
- 75% or more
(936) 793-8479
summit.pathway@elementcapital.com
in linkedin.com/in/pioneer-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,500,000
Equity - Exchange:
7.9% Derivatives:
13.6% Corporate - Investment Grade:
8.5% Cash:
9.5% Public Funds:
15.0% U.S. Government/Agency:
15.8% Corporate - Non-Investment Grade:
17.1% Other:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $708,979,840 | 7.9% |
| Derivatives | $1,220,522,256 | 13.6% |
| Corporate - Investment Grade | $762,826,410 | 8.5% |
| Cash | $852,570,693 | 9.5% |
| Public Funds | $1,346,164,253 | 15.0% |
| U.S. Government/Agency | $1,417,959,679 | 15.8% |
| Corporate - Non-Investment Grade | $1,534,627,248 | 17.1% |
| Other | $1,130,777,972 | 12.6% |
| Total | $8,974,428,351 | 100.0% |