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MATTERS CAPITAL LLC
CRD 333776 · SEC 801-132025
2000 PONCE DE LEON BLVD, SUITE 600, CORAL GABLES, FL, 33134, United States
Phone
(305) 528-3701
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$296.8M
Discretionary AUM
$296.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $296.8M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD