M
CRD: 329960
Matthew Laydon Capital Management
Charleston, SC, 29492
8435681222
$30.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2024
- Office Locations
- 1
Office Locations
134 Wando Reach Rd. Charleston SC
About Matthew Laydon Capital Management
Matthew Laydon Capital Management is a Charleston-based RIA. The firm has been operating for 2 years. Managing $30.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
49 AVG AGE
$30.0M AVG AUM / ADVISOR
$476.2K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value Oak Alpha peak Peak
Investment Themes
Zenith meridian Frontier peak
Investment Vehicles
Wave pioneer
Services
Meridian bridge Legacy quantum Ridge Harbor Catalyst momentum Harbor frontier
Owner & Executives
M
MATTHEW JOHN LAYDON
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #4267766
- Ownership
- 75% or more
(600) 637-8834
foundation.legacy@meridiancapital.com
in linkedin.com/in/vertex-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,000,000
Equity - Exchange:
30.8% U.S. Government/Agency:
13.7% Cash:
23.9% Derivatives:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $582,245,313 | 30.8% |
| U.S. Government/Agency | $258,985,740 | 13.7% |
| Cash | $451,807,240 | 23.9% |
| Derivatives | $597,368,568 | 31.6% |
| Total | $1,890,406,861 | 100.0% |