$54.6M Total AUM
$54.6M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Horizon legacy
- Established Date
- 06-30-2014
- Office Locations
- 1
Office Locations
-- St. Louis MO
About Method Finance, LLC
Method Finance is a St. Louis-based, fee-only RIA providing integrated investment management and financial planning for everyday individuals and families. The firm emphasizes objective, long-term portfolio guidance alongside budgeting and risk management support, all for one fee. Founder Matt Lambdin, CFA (ex Goldman Sachs/Barclays), and the firm donates a portion of profits to charity; custody via Altruist.
Team overview
44 AVG AGE
$54.6M AVG AUM / ADVISOR
$942.1K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Foundation alpha Vector
Custodian
Fusion north Value zenith Atlas
Investment Themes
Crest Eagle harbor Crest eagle Frontier capital
Investment Vehicles
Ridge
Services
Quantum Ridge Foundation zenith Value momentum
Technology
Vertex north
Owner & Executives
MATTHEW HALE LAMBDIN
Chief Compliance Officer, Managing Director
- CRD
- #4808179
- Ownership
- 75% or more
(418) 532-8365
fusion.pioneer@timbercapital.com
in linkedin.com/in/radial-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,642,751 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,642,751 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,642,751
Public Funds:
57.6% Equity - Exchange:
15.8% Cash:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,939,214,259 | 57.6% |
| Equity - Exchange | $1,080,548,356 | 15.8% |
| Cash | $1,819,151,029 | 26.6% |
| Total | $6,838,913,644 | 100.0% |