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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
About Mattern Capital Management, LLC
Mattern Capital Management is a Colorado-based RIA providing investment management and “Personal CFO” style wealth planning for individuals, families, and entrepreneurs with complex financial situations. The team builds customized, risk-managed portfolios—predominantly using ETFs—alongside tax, estate, charitable, and business-succession planning. Primary custodian includes Charles Schwab, and the firm uses eMoney for planning.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 12, 2026, reported AUM increased 7.5%, from $998.9M to $1.1B.
Across 5 reported observations, AUM increased 46.4% between July 26, 2022 and March 12, 2026, from $733.2M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 436 clients, or 62.3 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 29, 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
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PERRY JOSEPH MATTERN
Managing Member, Private Wealth Advisor
- CRD
- #4168498
- Ownership
- 75% or more
CARYN M EGBERT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RYAN EILEEN CASHMAN
Relationship Manager
- CRD
- #4031638
AMANDA ELAINE DEPRIEST
Financial Planning Analyst
- CRD
- #6702803
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,073,680,572 | $863,087 |
| Non-Discretionary | $0 | -- |
| Total | $1,073,680,572 | $863,087 |
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Separately Managed Accounts
SMA allocation detail is available
Mattern Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mattern Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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