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Est. 2026The front page of wealth managementNew York

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Portfolio Manager · Briaud Financial Advisors

Matthew R. McKay

CRD 7234816 · Named on Form ADV at one SEC-registered adviser

At a glance

Briaud Financial Advisors, an SEC-registered wealth manager based in College Station, TX with $913 million in regulatory assets, lists Matthew R. McKay on its Form ADV as Portfolio Manager.

Firms and roles

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Matthew’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 the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

  • Janet BriaudChief Investment Officer/partner, Briaud Financial Advisors
  • Natalie B. PineLead Advisor, CEO, and Chief Compliance Officer, Briaud Financial Advisors

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