$57.5M Total AUM
$57.5M Disc. AUM
-- 3Y CAGR
1 Employees
152 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท T. Rowe Price
- Clients
- Retail
- Platforms
- Meridian glacier
- Established Date
- 03-14-2001
- Office Locations
- 1
Office Locations
3125 Austin Bluffs Parkway Colorado Springs CO
About Matthews Advisors, LLC
Matthews Advisors, LLC is a fee-only independent RIA in Colorado Springs providing relational wealth management and financial planning for individuals, multi-generational families, and business owners. The firm emphasizes customized, tax-aware decision-making informed by an accounting background. Portfolios are primarily implemented with ETFs (with some cash) and custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$57.5M AVG AUM / ADVISOR
$378.0K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Asset Classes
Foundation eagle Unison peak Optima alpha
Client Personas
Peak timber Catalyst wave
Custodian
Horizon
Investment Themes
Value Capital focus
Investment Vehicles
Beacon
Services
Vertex element Zenith Radial matrix Vector alpha Focus wave Catalyst Meridian glacier
Technology
Alpha
Owner & Executives
K
KEVIN MICHAEL MATTHEWS
Advisor, Chief Compliance Officer
- CRD
- #4730358
- Ownership
- 75% or more
(940) 737-7488
unison.horizon@beaconcapital.com
in linkedin.com/in/zenith-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,452,276 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,452,276 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,452,276
Equity - Exchange:
47.7% Cash:
52.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,161,763,196 | 47.7% |
| Cash | $1,273,799,059 | 52.3% |
| Total | $2,435,562,255 | 100.0% |