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Chief Executive Officer, Board of Directors · Matter Family Office

Charles A. Willhoit

CRD 2773302 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Matter Family Office, an SEC-registered wealth manager based in St Louis, MO with $3.8 billion in regulatory assets, lists Charles A. Willhoit on its Form ADV as Chief Executive Officer, Board of Directors, a control person. The SEC filings also name Charles at 1 other registered adviser.

Firms and roles

  • Matter Family OfficeChief Executive Officer, Board of DirectorsWealth manager · St Louis, MO · $3.8B in regulatory assets
  • Epic FundsPartnerPrivate fund adviser · Hermosa Beach, CA · $166M in regulatory assets

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.