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- Custodian
- Charles Schwab & Company · Morgan Stanley · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2009
- Office Locations
- 1
Office Locations
About Platler Capital Management LLC
Platler Capital Management LLC is a Bigfork-based RIA. The firm has been operating for 17 years. Managing $27.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $527.4K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Platler Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW JAMES PLATLER
Managing Member
- CRD
- #2554296
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,950,000 | -- |
| Total | $27,950,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Platler Capital Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.