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MATHEWS CAPITAL MANAGEMENT
MATHEWS CAPITAL MANAGEMENT LLC
CRD 304909
705 GOLD LAKE DRIVE, SUITE 250, FOLSOM, CA, 95630, United States
Phone
916-582-2823
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.5M
Discretionary AUM
$40.5M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.0M |
| High net worth individuals | 56 | $30.5M |
All web addresses on file
Official SEC filing: View on IAPD