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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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