Investment adviser · CRD 335193
MATSON CAPITAL LLC
Investment adviser filing (IA)
MASON, OH, United States · Form ADV filed May 15, 2026
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Financial planning · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
5955 DEERFIELD BLVD.MASON, OH, 45040, United States
CRD 335193
Filing source
Form ADV 2104573 · May 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.